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 | $132,617 | $96,635+37.2% | $86,612+53.1% | $139,434-4.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 14.16% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,462 | $3,263-55.2% | $3,022-51.6% | $4,751-69.2% |
| Participant deferral / active EE | $3,962 | $4,836-18.1% | $4,438-10.7% | $6,710-41.0% |
| Admin fee / account holder | $1,523 | $6,408-76.2% | $5,614-72.9% | $11,403-86.6% |