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 | $167,516 | $102,966+62.7% | $90,281+85.5% | $152,861+9.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 11.57% | 95.16%-83.6pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,654 | $3,139-47.3% | $2,854-42.1% | $4,762-65.3% |
| Participant deferral / active EE | $4,700 | $4,281+9.8% | $3,885+21.0% | $5,850-19.7% |
| Admin fee / account holder | $713 | $6,171-88.5% | $5,351-86.7% | $11,596-93.9% |