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 | $209,335 | $165,984+26.1% | $164,813+27.0% | $145,922+43.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.79% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,846 | $5,273-65.0% | $4,341-57.5% | $4,660-60.4% |
| Participant deferral / active EE | $3,988 | $6,959-42.7% | $6,031-33.9% | $6,688-40.4% |
| Admin fee / account holder | $1,169 | $16,648-93.0% | $12,690-90.8% | $13,397-91.3% |