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 | $171,661 | $102,966+66.7% | $90,281+90.1% | $152,861+12.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 28.84% | 95.16%-66.3pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,036 | $3,139-35.1% | $2,854-28.7% | $4,762-57.2% |
| Participant deferral / active EE | $12,667 | $4,281+195.8% | $3,885+226.0% | $5,850+116.5% |
| Admin fee / account holder | $3,563 | $6,171-42.3% | $5,351-33.4% | $11,596-69.3% |