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 | $125,587 | $156,846-19.9% | $121,098+3.7% | $139,434-9.9% |
| Participation rate | 47.1% | 76.4%-29.4pp | 69.5%-22.4pp | 80.3%-33.3pp |
| Annual return | 20.45% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $452 | $5,536-91.8% | $4,164-89.2% | $4,751-90.5% |
| Participant deferral / active EE | $2,639 | $4,844-45.5% | $4,080-35.3% | $6,710-60.7% |
| Admin fee / account holder | $5,070 | $6,946-27.0% | $5,644-10.2% | $11,403-55.5% |