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 | $202,261 | $108,919+85.7% | $100,391+101.5% | $145,922+38.6% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 22.74% | 57.88%-35.1pp | 49.20%-26.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,637 | $4,419-63.0% | $3,942-58.5% | $4,660-64.9% |
| Participant deferral / active EE | $4,092 | $8,445-51.5% | $8,082-49.4% | $6,688-38.8% |
| Admin fee / account holder | $47,429 | $9,689+389.5% | $7,899+500.4% | $13,397+254.0% |