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 | $204,877 | $100,041+104.8% | $149,718+36.8% | $70,131+192.1% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 13.50% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,107 | $4,983-17.6% | $6,569-37.5% | $3,332+23.3% |
| Admin fee / account holder | $1,330 | $8,286-84.0% | $11,283-88.2% | $4,645-71.4% |