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 | $241,841 | $176,056+37.4% | $159,436+51.7% | $167,490+44.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.31% | 331.75%-317.4pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,090 | $5,297-22.8% | $4,829-15.3% | $4,837-15.5% |
| Participant deferral / active EE | $6,175 | $7,750-20.3% | $7,352-16.0% | $6,341-2.6% |
| Admin fee / account holder | $5,709 | $12,554-54.5% | $10,799-47.1% | $12,309-53.6% |