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 | $192,442 | $96,635+99.1% | $86,612+122.2% | $139,434+38.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 16.21% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $941 | $3,263-71.2% | $3,022-68.9% | $4,751-80.2% |
| Participant deferral / active EE | $3,489 | $4,836-27.8% | $4,438-21.4% | $6,710-48.0% |
| Admin fee / account holder | $1,599 | $6,408-75.0% | $5,614-71.5% | $11,403-86.0% |