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 | $152,397 | $109,982+38.6% | $97,226+56.7% | $145,922+4.4% |
| Participation rate | 38.5% | 75.9%-37.5pp | 72.7%-34.2pp | 80.3%-41.8pp |
| Annual return | 13.86% | 242.90%-229.0pp | 75.13%-61.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $844 | $3,084-72.6% | $2,729-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $4,245 | $4,676-9.2% | $4,264-0.4% | $6,688-36.5% |
| Admin fee / account holder | $2,924 | $6,221-53.0% | $5,654-48.3% | $13,397-78.2% |