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 | $83,264 | $57,281+45.4% | $86,612-3.9% | $75,163+10.8% |
| Participation rate | 42.3% | 63.2%-20.9pp | 71.7%-29.4pp | 67.2%-24.9pp |
| Annual return | 15.58% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $645 | $2,314-72.1% | $3,022-78.7% | $2,670-75.9% |
| Participant deferral / active EE | $4,223 | $3,318+27.3% | $4,438-4.8% | $4,125+2.4% |
| Admin fee / account holder | $458 | $4,112-88.9% | $5,614-91.8% | $5,651-91.9% |