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 | $182,866 | $108,919+67.9% | $100,391+82.2% | $145,922+25.3% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 17.32% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $903 | $4,419-79.6% | $3,942-77.1% | $4,660-80.6% |
| Participant deferral / active EE | $4,325 | $8,445-48.8% | $8,082-46.5% | $6,688-35.3% |
| Admin fee / account holder | $3,807 | $9,689-60.7% | $7,899-51.8% | $13,397-71.6% |