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 | $133,635 | $115,770+15.4% | $101,248+32.0% | $158,922-15.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 14.98% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,200 | $4,175-47.3% | $3,660-39.9% | $4,761-53.8% |
| Participant deferral / active EE | $4,686 | $4,957-5.5% | $4,370+7.2% | $5,982-21.7% |
| Admin fee / account holder | $43,148 | $7,245+495.6% | $5,945+625.7% | $11,246+283.7% |