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 | $173,927 | $109,817+58.4% | $98,442+76.7% | $167,490+3.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.61% | 1956.69%-1939.1pp | 1492.73%-1475.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,703 | $3,224-16.2% | $2,960-8.7% | $4,837-44.1% |
| Participant deferral / active EE | $3,439 | $4,673-26.4% | $4,276-19.6% | $6,341-45.8% |
| Admin fee / account holder | $697 | $6,753-89.7% | $5,949-88.3% | $12,309-94.3% |