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 | $79,558 | $123,909-35.8% | $69,647+14.2% | $145,922-45.5% |
| Participation rate | 58.8% | 69.2%-10.4pp | 66.5%-7.6pp | 80.3%-21.5pp |
| Annual return | 14.44% | 190.55%-176.1pp | 100.48%-86.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,562 | $2,682-41.8% | $1,712-8.8% | $4,660-66.5% |
| Participant deferral / active EE | $1,156 | $4,236-72.7% | $2,886-59.9% | $6,688-82.7% |
| Admin fee / account holder | $10,628 | $7,863+35.2% | $4,713+125.5% | $13,397-20.7% |