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 | $111,490 | $96,635+15.4% | $86,612+28.7% | $139,434-20.0% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 20.87% | 106.41%-85.5pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $386 | $3,263-88.2% | $3,022-87.2% | $4,751-91.9% |
| Participant deferral / active EE | $3,669 | $4,836-24.1% | $4,438-17.3% | $6,710-45.3% |
| Admin fee / account holder | $9,993 | $6,408+56.0% | $5,614+78.0% | $11,403-12.4% |