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 | $138,927 | $109,327+27.1% | $89,391+55.4% | $158,922-12.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 18.22% | 345.68%-327.5pp | 245.62%-227.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $796 | $3,170-74.9% | $2,586-69.2% | $4,761-83.3% |
| Participant deferral / active EE | $995 | $4,598-78.4% | $3,890-74.4% | $5,982-83.4% |
| Admin fee / account holder | $10,318 | $6,153+67.7% | $4,881+111.4% | $11,246-8.3% |