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 | $242,380 | $165,984+46.0% | $164,813+47.1% | $145,922+66.1% |
| Participation rate | 47.6% | 82.0%-34.4pp | 78.6%-31.0pp | 80.3%-32.7pp |
| Annual return | 47.09% | 100.03%-52.9pp | 69.93%-22.8pp | 561.29%-514.2pp |
| Employer contribution / active EE | $3,116 | $5,273-40.9% | $4,341-28.2% | $4,660-33.1% |
| Participant deferral / active EE | $8,370 | $6,959+20.3% | $6,031+38.8% | $6,688+25.2% |
| Admin fee / account holder | $3,004 | $16,648-82.0% | $12,690-76.3% | $13,397-77.6% |