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 | $222,209 | $81,625+172.2% | $58,482+280.0% | $139,434+59.4% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 12.14% | 7404.20%-7392.1pp | 4239.32%-4227.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,298 | $1,398-7.2% | $1,053+23.2% | $4,751-72.7% |
| Participant deferral / active EE | $2,517 | $2,557-1.6% | $1,924+30.8% | $6,710-62.5% |
| Admin fee / account holder | $325 | $3,265-90.0% | $2,516-87.1% | $11,403-97.1% |