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 | $127,570 | $106,890+19.3% | $84,015+51.8% | $152,861-16.5% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 22.57% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,085 | $2,734-23.7% | $1,983+5.1% | $4,762-56.2% |
| Participant deferral / active EE | $6,385 | $4,011+59.2% | $3,239+97.1% | $5,850+9.1% |
| Admin fee / account holder | $840 | $8,285-89.9% | $6,101-86.2% | $11,596-92.8% |