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 | $152,986 | $84,696+80.6% | $75,696+102.1% | $167,490-8.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 21.76% | 199.36%-177.6pp | 104.53%-82.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,023 | $3,230-68.3% | $2,743-62.7% | $4,837-78.9% |
| Participant deferral / active EE | $2,738 | $4,580-40.2% | $3,821-28.3% | $6,341-56.8% |
| Admin fee / account holder | $7,481 | $5,355+39.7% | $3,619+106.7% | $12,309-39.2% |