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 | $206,826 | $98,240+110.5% | $82,313+151.3% | $147,584+40.1% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 21.71% | 30.85%-9.1pp | 25.88%-4.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,724 | $3,192-46.0% | $2,428-29.0% | $4,876-64.6% |
| Participant deferral / active EE | $5,184 | $4,383+18.3% | $3,706+39.9% | $5,439-4.7% |
| Admin fee / account holder | $1,052 | $8,563-87.7% | $5,608-81.2% | $10,885-90.3% |