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 | $202,402 | $70,606+186.7% | $53,898+275.5% | $142,382+42.2% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 17.60% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,785 | $1,202+48.5% | $932+91.5% | $4,299-58.5% |
| Participant deferral / active EE | $4,352 | $2,364+84.1% | $1,826+138.3% | $6,507-33.1% |
| Admin fee / account holder | $810 | $2,852-71.6% | $2,491-67.5% | $12,624-93.6% |