See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,836 | $110,502+9.4% | $80,716+49.7% | $167,490-27.9% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 16.14% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $640 | $1,543-58.5% | $1,160-44.8% | $4,837-86.8% |
| Participant deferral / active EE | $6,853 | $2,871+138.7% | $2,146+219.4% | $6,341+8.1% |
| Admin fee / account holder | $18,381 | $4,545+304.5% | $3,380+443.8% | $12,309+49.3% |