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 | $107,488 | $76,738+40.1% | $56,411+90.5% | $145,922-26.3% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 14.36% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,137 | $1,380-17.6% | $1,039+9.5% | $4,660-75.6% |
| Participant deferral / active EE | $3,455 | $2,623+31.7% | $1,952+77.0% | $6,688-48.3% |
| Admin fee / account holder | $798 | $3,334-76.1% | $2,829-71.8% | $13,397-94.0% |