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 | $138,294 | $74,888+84.7% | $71,209+94.2% | $142,382-2.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 15.58% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $515 | $2,854-82.0% | $2,721-81.1% | $4,299-88.0% |
| Participant deferral / active EE | $2,245 | $4,454-49.6% | $4,175-46.2% | $6,507-65.5% |
| Admin fee / account holder | $1,300 | $5,568-76.7% | $5,349-75.7% | $12,624-89.7% |