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 | $136,116 | $165,984-18.0% | $164,813-17.4% | $145,922-6.7% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.3pp |
| Annual return | 11.94% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,206 | $5,273-39.2% | $4,341-26.1% | $4,660-31.2% |
| Participant deferral / active EE | $8,330 | $6,959+19.7% | $6,031+38.1% | $6,688+24.6% |
| Admin fee / account holder | $24,476 | $16,648+47.0% | $12,690+92.9% | $13,397+82.7% |