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 | $213,536 | $104,974+103.4% | $95,585+123.4% | $142,382+50.0% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.1%-13.0pp | 80.1%-21.0pp |
| Annual return | 15.61% | 210.33%-194.7pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,899 | $2,779+112.3% | $2,527+133.5% | $4,299+37.2% |
| Participant deferral / active EE | $8,452 | $4,352+94.2% | $4,023+110.1% | $6,507+29.9% |
| Admin fee / account holder | $416 | $6,386-93.5% | $6,127-93.2% | $12,624-96.7% |