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 | $123,653 | $96,635+28.0% | $86,612+42.8% | $139,434-11.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 25.07% | 106.41%-81.3pp | 591.07%-566.0pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,424 | $3,263-56.4% | $3,022-52.9% | $4,751-70.0% |
| Participant deferral / active EE | $3,334 | $4,836-31.1% | $4,438-24.9% | $6,710-50.3% |
| Admin fee / account holder | $827 | $6,408-87.1% | $5,614-85.3% | $11,403-92.7% |