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 | $128,109 | $115,770+10.7% | $101,248+26.5% | $158,922-19.4% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 20.68% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,091 | $4,175-49.9% | $3,660-42.9% | $4,761-56.1% |
| Participant deferral / active EE | $2,930 | $4,957-40.9% | $4,370-33.0% | $5,982-51.0% |
| Admin fee / account holder | $744 | $7,245-89.7% | $5,945-87.5% | $11,246-93.4% |