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 | $214,696 | $111,724+92.2% | $93,606+129.4% | $145,922+47.1% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 15.79% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,382 | $3,090-55.3% | $2,420-42.9% | $4,660-70.3% |
| Participant deferral / active EE | $5,284 | $4,912+7.6% | $4,411+19.8% | $6,688-21.0% |
| Admin fee / account holder | $3,392 | $10,250-66.9% | $8,285-59.1% | $13,397-74.7% |