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 | $245,301 | $102,616+139.0% | $81,983+199.2% | $158,922+54.4% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 13.04% | 61.04%-48.0pp | 41.31%-28.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,872 | $3,240-42.2% | $2,498-25.1% | $4,761-60.7% |
| Participant deferral / active EE | $10,400 | $4,648+123.7% | $3,722+179.4% | $5,982+73.9% |
| Admin fee / account holder | $338 | $8,235-95.9% | $5,664-94.0% | $11,246-97.0% |