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 | $153,126 | $118,849+28.8% | $96,562+58.6% | $167,490-8.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 20.41% | 50.49%-30.1pp | 37.78%-17.4pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,529 | $3,120-51.0% | $2,356-35.1% | $4,837-68.4% |
| Participant deferral / active EE | $7,597 | $4,616+64.6% | $3,849+97.4% | $6,341+19.8% |
| Admin fee / account holder | $1,155 | $8,065-85.7% | $6,181-81.3% | $12,309-90.6% |