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 | $126,519 | $74,888+68.9% | $71,209+77.7% | $142,382-11.1% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.1%-14.9pp |
| Annual return | 18.30% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $565 | $2,854-80.2% | $2,721-79.2% | $4,299-86.8% |
| Participant deferral / active EE | $5,162 | $4,454+15.9% | $4,175+23.6% | $6,507-20.7% |
| Admin fee / account holder | $8,369 | $5,568+50.3% | $5,349+56.5% | $12,624-33.7% |