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 | $217,307 | $49,173+341.9% | $121,098+79.4% | $75,163+189.1% |
| Participation rate | 54.0% | 55.4%-1.4pp | 69.5%-15.5pp | 67.2%-13.2pp |
| Annual return | 16.09% | 55.99%-39.9pp | 985.75%-969.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,953 | $1,546+26.4% | $4,164-53.1% | $2,670-26.8% |
| Participant deferral / active EE | $6,326 | $2,628+140.7% | $4,080+55.1% | $4,125+53.3% |
| Admin fee / account holder | $32,558 | $3,942+726.0% | $5,644+476.8% | $5,651+476.2% |