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 | $233,329 | $109,327+113.4% | $89,391+161.0% | $158,922+46.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 14.91% | 345.68%-330.8pp | 245.62%-230.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,331 | $3,170-58.0% | $2,586-48.5% | $4,761-72.1% |
| Participant deferral / active EE | $3,196 | $4,598-30.5% | $3,890-17.8% | $5,982-46.6% |
| Admin fee / account holder | $9,639 | $6,153+56.7% | $4,881+97.5% | $11,246-14.3% |