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 | $152,995 | $111,724+36.9% | $93,606+63.4% | $145,922+4.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 11.04% | 202.98%-191.9pp | 133.20%-122.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,689 | $3,090-45.3% | $2,420-30.2% | $4,660-63.8% |
| Participant deferral / active EE | $6,591 | $4,912+34.2% | $4,411+49.4% | $6,688-1.4% |
| Admin fee / account holder | $42,444 | $10,250+314.1% | $8,285+412.3% | $13,397+216.8% |