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 | $105,434 | $81,632+29.2% | $70,449+49.7% | $158,922-33.7% |
| Participation rate | 46.2% | 77.7%-31.6pp | 75.1%-28.9pp | 82.0%-35.8pp |
| Annual return | 25.30% | 208.40%-183.1pp | 109.03%-83.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $517 | $3,217-83.9% | $2,737-81.1% | $4,761-89.1% |
| Participant deferral / active EE | $2,430 | $4,554-46.6% | $3,709-34.5% | $5,982-59.4% |
| Admin fee / account holder | $16,991 | $6,193+174.4% | $3,845+341.9% | $11,246+51.1% |