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 | $112,648 | $115,770-2.7% | $101,248+11.3% | $158,922-29.1% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 7.96% | 56.14%-48.2pp | 46.47%-38.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,339 | $4,175-67.9% | $3,660-63.4% | $4,761-71.9% |
| Participant deferral / active EE | $3,461 | $4,957-30.2% | $4,370-20.8% | $5,982-42.1% |
| Admin fee / account holder | $957 | $7,245-86.8% | $5,945-83.9% | $11,246-91.5% |