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 | $131,138 | $169,032-22.4% | $129,207+1.5% | $145,922-10.1% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 12.17% | 14330.11%-14317.9pp | 9417.33%-9405.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $980 | $5,537-82.3% | $4,153-76.4% | $4,660-79.0% |
| Participant deferral / active EE | $5,125 | $4,987+2.8% | $4,168+23.0% | $6,688-23.4% |
| Admin fee / account holder | $1,107 | $9,954-88.9% | $7,715-85.7% | $13,397-91.7% |