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 | $203,739 | $109,982+85.2% | $97,226+109.6% | $145,922+39.6% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 27.60% | 242.90%-215.3pp | 75.13%-47.5pp | 561.29%-533.7pp |
| Employer contribution / active EE | $656 | $3,084-78.7% | $2,729-76.0% | $4,660-85.9% |
| Participant deferral / active EE | $2,091 | $4,676-55.3% | $4,264-51.0% | $6,688-68.7% |
| Admin fee / account holder | $8,704 | $6,221+39.9% | $5,654+54.0% | $13,397-35.0% |