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 | $180,561 | $105,998+70.3% | $92,233+95.8% | $147,584+22.3% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 29.90% | 50.05%-20.1pp | 176.28%-146.4pp | 578.55%-548.6pp |
| Employer contribution / active EE | $1,792 | $4,333-58.6% | $3,679-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $6,232 | $4,478+39.2% | $3,897+59.9% | $5,439+14.6% |
| Admin fee / account holder | $1,938 | $6,332-69.4% | $5,194-62.7% | $10,885-82.2% |