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 | $125,167 | $65,561+90.9% | $86,188+45.2% | $75,163+66.5% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 19.74% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,290 | $1,553+47.5% | $2,380-3.8% | $2,670-14.2% |
| Participant deferral / active EE | $4,808 | $3,024+59.0% | $3,985+20.6% | $4,125+16.6% |
| Admin fee / account holder | $3,826 | $5,474-30.1% | $6,852-44.2% | $5,651-32.3% |