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 | $137,705 | $85,022+62.0% | $70,515+95.3% | $139,434-1.2% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 20.10% | 30.38%-10.3pp | 32.77%-12.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $877 | $3,909-77.6% | $2,973-70.5% | $4,751-81.5% |
| Participant deferral / active EE | $1,534 | $5,890-74.0% | $4,567-66.4% | $6,710-77.1% |
| Admin fee / account holder | $379 | $8,906-95.7% | $6,412-94.1% | $11,403-96.7% |