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 | $210,106 | $114,047+84.2% | $96,139+118.5% | $167,490+25.4% |
| Participation rate | 53.8% | 75.1%-21.2pp | 68.4%-14.6pp | 82.1%-28.3pp |
| Annual return | 19.98% | 189.88%-169.9pp | 191.94%-172.0pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,582 | $3,427-53.8% | $2,797-43.4% | $4,837-67.3% |
| Participant deferral / active EE | $7,119 | $5,194+37.1% | $4,349+63.7% | $6,341+12.3% |
| Admin fee / account holder | $860 | $6,897-87.5% | $5,537-84.5% | $12,309-93.0% |