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 | $117,338 | $107,334+9.3% | $92,893+26.3% | $152,861-23.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 22.74% | 145.58%-122.8pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $847 | $4,221-79.9% | $3,653-76.8% | $4,762-82.2% |
| Participant deferral / active EE | $9,250 | $4,845+90.9% | $4,236+118.4% | $5,850+58.1% |
| Admin fee / account holder | $545 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |