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 | $102,975 | $77,419+33.0% | $69,455+48.3% | $152,861-32.6% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.4%-40.8pp |
| Annual return | 19.18% | 39.06%-19.9pp | 28.97%-9.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $7,728 | $3,315+133.1% | $2,779+178.1% | $4,762+62.3% |
| Participant deferral / active EE | $8,306 | $4,414+88.2% | $3,535+134.9% | $5,850+42.0% |
| Admin fee / account holder | $17,169 | $6,207+176.6% | $3,839+347.2% | $11,596+48.1% |