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 | $134,265 | $30,400+341.7% | $53,898+149.1% | $84,808+58.3% |
| Participation rate | 69.2% | 46.4%+22.8pp | 55.0%+14.3pp | 68.3%+0.9pp |
| Annual return | 17.77% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,066 | $603+242.8% | $932+121.7% | $2,631-21.5% |
| Participant deferral / active EE | $5,005 | $1,199+317.6% | $1,826+174.1% | $4,212+18.8% |
| Admin fee / account holder | $7,067 | $1,993+254.6% | $2,491+183.7% | $7,344-3.8% |