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 | $135,077 | $106,890+26.4% | $84,015+60.8% | $152,861-11.6% |
| Participation rate | 31.3% | 75.2%-44.0pp | 69.0%-37.8pp | 82.4%-51.2pp |
| Annual return | 21.41% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,086 | $2,734-60.3% | $1,983-45.2% | $4,762-77.2% |
| Participant deferral / active EE | $11,256 | $4,011+180.6% | $3,239+247.5% | $5,850+92.4% |
| Admin fee / account holder | $14,475 | $8,285+74.7% | $6,101+137.3% | $11,596+24.8% |