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 5-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 | $206,108 | $108,919+89.2% | $100,391+105.3% | $145,922+41.2% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 13.54% | 57.88%-44.3pp | 49.20%-35.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $875 | $4,419-80.2% | $3,942-77.8% | $4,660-81.2% |
| Participant deferral / active EE | $7,967 | $8,445-5.7% | $8,082-1.4% | $6,688+19.1% |
| Admin fee / account holder | $1,122 | $9,689-88.4% | $7,899-85.8% | $13,397-91.6% |