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 | $103,146 | $65,409+57.7% | $98,442+4.8% | $85,850+20.1% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.3%-12.4pp | 69.3%-8.3pp |
| Annual return | 15.39% | 21.76%-6.4pp | 1492.73%-1477.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,393 | $2,168-35.7% | $2,960-52.9% | $2,565-45.7% |
| Participant deferral / active EE | $2,166 | $3,166-31.6% | $4,276-49.3% | $3,952-45.2% |
| Admin fee / account holder | $3,735 | $4,593-18.7% | $5,949-37.2% | $6,260-40.3% |