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 | $217,882 | $118,849+83.3% | $96,562+125.6% | $167,490+30.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 13.70% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,228 | $3,120-60.6% | $2,356-47.9% | $4,837-74.6% |
| Participant deferral / active EE | $4,820 | $4,616+4.4% | $3,849+25.2% | $6,341-24.0% |
| Admin fee / account holder | $578 | $8,065-92.8% | $6,181-90.7% | $12,309-95.3% |