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 | $132,087 | $104,907+25.9% | $84,611+56.1% | $152,861-13.6% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 24.55% | 373.79%-349.2pp | 258.74%-234.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,201 | $3,302-63.6% | $2,652-54.7% | $4,762-74.8% |
| Participant deferral / active EE | $5,648 | $4,688+20.5% | $3,899+44.9% | $5,850-3.5% |
| Admin fee / account holder | $1,688 | $6,241-72.9% | $4,912-65.6% | $11,596-85.4% |