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 | $104,435 | $105,181-0.7% | $159,436-34.5% | $85,850+21.6% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.8%-50.8pp | 69.3%-37.3pp |
| Annual return | 17.39% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,006 | $3,318-69.7% | $4,829-79.2% | $2,565-60.8% |
| Participant deferral / active EE | $2,568 | $5,945-56.8% | $7,352-65.1% | $3,952-35.0% |
| Admin fee / account holder | $565 | $6,933-91.8% | $10,799-94.8% | $6,260-91.0% |