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 | $241,444 | $106,890+125.9% | $84,015+187.4% | $152,861+58.0% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 21.60% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,385 | $2,734-49.4% | $1,983-30.2% | $4,762-70.9% |
| Participant deferral / active EE | $2,571 | $4,011-35.9% | $3,239-20.6% | $5,850-56.1% |
| Admin fee / account holder | $2,574 | $8,285-68.9% | $6,101-57.8% | $11,596-77.8% |