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 | $143,173 | $109,982+30.2% | $97,226+47.3% | $145,922-1.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 26.21% | 242.90%-216.7pp | 75.13%-48.9pp | 561.29%-535.1pp |
| Employer contribution / active EE | $875 | $3,084-71.6% | $2,729-67.9% | $4,660-81.2% |
| Participant deferral / active EE | $3,646 | $4,676-22.0% | $4,264-14.5% | $6,688-45.5% |
| Admin fee / account holder | $846 | $6,221-86.4% | $5,654-85.0% | $13,397-93.7% |