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 | $105,676 | $115,770-8.7% | $101,248+4.4% | $158,922-33.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 16.95% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,074 | $4,175-74.3% | $3,660-70.7% | $4,761-77.4% |
| Participant deferral / active EE | $11,078 | $4,957+123.5% | $4,370+153.5% | $5,982+85.2% |
| Admin fee / account holder | $1,490 | $7,245-79.4% | $5,945-74.9% | $11,246-86.8% |