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 | $102,846 | $107,334-4.2% | $92,893+10.7% | $152,861-32.7% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.0%-44.2pp | 82.4%-50.6pp |
| Annual return | 29.90% | 145.58%-115.7pp | 109.41%-79.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,296 | $4,221-69.3% | $3,653-64.5% | $4,762-72.8% |
| Participant deferral / active EE | $1,763 | $4,845-63.6% | $4,236-58.4% | $5,850-69.9% |
| Admin fee / account holder | $1,406 | $7,079-80.1% | $5,794-75.7% | $11,596-87.9% |