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 | $212,678 | $165,984+28.1% | $164,813+29.0% | $145,922+45.7% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 15.86% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,740 | $5,273-29.1% | $4,341-13.9% | $4,660-19.7% |
| Participant deferral / active EE | $7,022 | $6,959+0.9% | $6,031+16.4% | $6,688+5.0% |
| Admin fee / account holder | $5,492 | $16,648-67.0% | $12,690-56.7% | $13,397-59.0% |