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 | $150,884 | $104,907+43.8% | $84,611+78.3% | $152,861-1.3% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 22.89% | 373.79%-350.9pp | 258.74%-235.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $432 | $3,302-86.9% | $2,652-83.7% | $4,762-90.9% |
| Participant deferral / active EE | $5,262 | $4,688+12.3% | $3,899+35.0% | $5,850-10.1% |
| Admin fee / account holder | $3,019 | $6,241-51.6% | $4,912-38.5% | $11,596-74.0% |