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 | $91,325 | $105,181-13.2% | $159,436-42.7% | $85,850+6.4% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.8%-20.0pp | 69.3%-6.5pp |
| Annual return | 14.16% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,427 | $3,318-57.0% | $4,829-70.4% | $2,565-44.4% |
| Participant deferral / active EE | $8,674 | $5,945+45.9% | $7,352+18.0% | $3,952+119.5% |
| Admin fee / account holder | $2,910 | $6,933-58.0% | $10,799-73.1% | $6,260-53.5% |