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 | $213,058 | $124,185+71.6% | $108,410+96.5% | $167,490+27.2% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 11.74% | 1379.64%-1367.9pp | 905.27%-893.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,858 | $4,187-55.6% | $3,558-47.8% | $4,837-61.6% |
| Participant deferral / active EE | $5,742 | $6,908-16.9% | $6,563-12.5% | $6,341-9.5% |
| Admin fee / account holder | $1,254 | $9,455-86.7% | $7,295-82.8% | $12,309-89.8% |