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 6-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 | $231,383 | $96,635+139.4% | $86,612+167.1% | $139,434+65.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.10% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,005 | $3,263+22.8% | $3,022+32.5% | $4,751-15.7% |
| Participant deferral / active EE | $11,573 | $4,836+139.3% | $4,438+160.8% | $6,710+72.5% |
| Admin fee / account holder | $3,734 | $6,408-41.7% | $5,614-33.5% | $11,403-67.3% |