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 | $111,116 | $102,604+8.3% | $86,188+28.9% | $139,434-20.3% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 14.09% | 1922.51%-1908.4pp | 1168.45%-1154.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,531 | $3,032-49.5% | $2,380-35.7% | $4,751-67.8% |
| Participant deferral / active EE | $2,559 | $4,676-45.3% | $3,985-35.8% | $6,710-61.9% |
| Admin fee / account holder | $500 | $8,657-94.2% | $6,852-92.7% | $11,403-95.6% |