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 | $213,819 | $118,849+79.9% | $96,562+121.4% | $167,490+27.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 15.03% | 50.49%-35.5pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,996 | $3,120-36.0% | $2,356-15.3% | $4,837-58.7% |
| Participant deferral / active EE | $6,182 | $4,616+33.9% | $3,849+60.6% | $6,341-2.5% |
| Admin fee / account holder | $942 | $8,065-88.3% | $6,181-84.8% | $12,309-92.3% |