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 | $222,346 | $81,625+172.4% | $58,482+280.2% | $139,434+59.5% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 11.14% | 7404.20%-7393.1pp | 4239.32%-4228.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $754 | $1,398-46.1% | $1,053-28.4% | $4,751-84.1% |
| Participant deferral / active EE | $1,156 | $2,557-54.8% | $1,924-39.9% | $6,710-82.8% |
| Admin fee / account holder | $2,552 | $3,265-21.8% | $2,516+1.4% | $11,403-77.6% |