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 | $100,047 | $90,348+10.7% | $75,972+31.7% | $145,922-31.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 21.28% | 620.88%-599.6pp | 359.55%-338.3pp | 561.29%-540.0pp |
| Employer contribution / active EE | $715 | $3,311-78.4% | $2,685-73.4% | $4,660-84.7% |
| Participant deferral / active EE | $8,046 | $5,162+55.9% | $4,255+89.1% | $6,688+20.3% |
| Admin fee / account holder | $52,771 | $8,467+523.3% | $6,467+716.0% | $13,397+293.9% |