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 | $158,530 | $70,756+124.1% | $65,493+142.1% | $142,382+11.3% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 12.00% | 1754.89%-1742.9pp | 982.45%-970.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,309 | $2,881-54.6% | $2,574-49.1% | $4,299-69.5% |
| Participant deferral / active EE | $5,318 | $4,637+14.7% | $3,961+34.2% | $6,507-18.3% |
| Admin fee / account holder | $1,063 | $6,559-83.8% | $5,028-78.9% | $12,624-91.6% |