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 | $101,774 | $102,966-1.2% | $90,281+12.7% | $152,861-33.4% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.4%-19.3pp |
| Annual return | 13.70% | 95.16%-81.5pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $821 | $3,139-73.8% | $2,854-71.2% | $4,762-82.8% |
| Participant deferral / active EE | $6,338 | $4,281+48.0% | $3,885+63.1% | $5,850+8.3% |
| Admin fee / account holder | $17,197 | $6,171+178.7% | $5,351+221.4% | $11,596+48.3% |