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 | $133,194 | $69,515+91.6% | $86,874+53.3% | $85,850+55.1% |
| Participation rate | 64.9% | 66.3%-1.5pp | 71.6%-6.8pp | 69.3%-4.4pp |
| Annual return | 32.74% | 20.12%+12.6pp | 63.52%-30.8pp | 318.53%-285.8pp |
| Employer contribution / active EE | $1,187 | $1,880-36.9% | $2,495-52.4% | $2,565-53.7% |
| Participant deferral / active EE | $2,909 | $2,919-0.4% | $3,699-21.4% | $3,952-26.4% |
| Admin fee / account holder | $33,793 | $5,972+465.9% | $5,828+479.8% | $6,260+439.8% |