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 | $186,867 | $88,751+110.6% | $81,812+128.4% | $145,922+28.1% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.3%-18.5pp | 80.3%-26.4pp |
| Annual return | 14.03% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,060 | $3,083-33.2% | $2,912-29.3% | $4,660-55.8% |
| Participant deferral / active EE | $4,204 | $4,643-9.4% | $4,319-2.6% | $6,688-37.1% |
| Admin fee / account holder | $3,133 | $8,415-62.8% | $7,386-57.6% | $13,397-76.6% |