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 | $108,442 | $156,846-30.9% | $121,098-10.5% | $139,434-22.2% |
| Participation rate | 53.8% | 76.4%-22.6pp | 69.5%-15.6pp | 80.3%-26.5pp |
| Annual return | 17.80% | 1474.56%-1456.8pp | 985.75%-967.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $949 | $5,536-82.9% | $4,164-77.2% | $4,751-80.0% |
| Participant deferral / active EE | $5,424 | $4,844+12.0% | $4,080+33.0% | $6,710-19.2% |
| Admin fee / account holder | $1,213 | $6,946-82.5% | $5,644-78.5% | $11,403-89.4% |