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 | $114,084 | $88,751+28.5% | $81,812+39.4% | $145,922-21.8% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 10.81% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,688 | $3,083-45.3% | $2,912-42.0% | $4,660-63.8% |
| Participant deferral / active EE | $4,245 | $4,643-8.6% | $4,319-1.7% | $6,688-36.5% |
| Admin fee / account holder | $1,190 | $8,415-85.9% | $7,386-83.9% | $13,397-91.1% |