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 5-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 | $121,037 | $74,888+61.6% | $71,209+70.0% | $142,382-15.0% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 21.37% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $476 | $2,854-83.3% | $2,721-82.5% | $4,299-88.9% |
| Participant deferral / active EE | $5,839 | $4,454+31.1% | $4,175+39.9% | $6,507-10.3% |
| Admin fee / account holder | $451 | $5,568-91.9% | $5,349-91.6% | $12,624-96.4% |