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 | $142,016 | $106,890+32.9% | $84,015+69.0% | $152,861-7.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 19.19% | 104.99%-85.8pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,485 | $2,734-45.7% | $1,983-25.1% | $4,762-68.8% |
| Participant deferral / active EE | $3,158 | $4,011-21.3% | $3,239-2.5% | $5,850-46.0% |
| Admin fee / account holder | $9,026 | $8,285+8.9% | $6,101+47.9% | $11,596-22.2% |