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 | $204,111 | $138,044+47.9% | $125,339+62.8% | $134,475+51.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -17.69% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,188 | $5,243-1.1% | $4,814+7.8% | $4,740+9.4% |
| Participant deferral / active EE | $9,932 | $7,799+27.4% | $7,446+33.4% | $6,400+55.2% |
| Admin fee / account holder | $9,081 | $11,571-21.5% | $10,010-9.3% | $11,426-20.5% |