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 6-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 | $212,778 | $105,181+102.3% | $159,436+33.5% | $85,850+147.8% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.8%-23.6pp | 69.3%-10.1pp |
| Annual return | 13.37% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,408 | $3,318-57.6% | $4,829-70.8% | $2,565-45.1% |
| Participant deferral / active EE | $5,729 | $5,945-3.6% | $7,352-22.1% | $3,952+45.0% |
| Admin fee / account holder | $4,160 | $6,933-40.0% | $10,799-61.5% | $6,260-33.5% |