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 | $103,313 | $108,642-4.9% | $74,701+38.3% | $152,861-32.4% |
| Participation rate | 64.3% | 65.3%-1.1pp | 54.5%+9.8pp | 82.4%-18.2pp |
| Annual return | 20.03% | 114.06%-94.0pp | 752.92%-732.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,801 | $1,503+19.8% | $1,084+66.2% | $4,762-62.2% |
| Participant deferral / active EE | $4,636 | $2,712+70.9% | $1,964+136.1% | $5,850-20.7% |
| Admin fee / account holder | $18,838 | $4,902+284.3% | $3,333+465.2% | $11,596+62.4% |