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 | $226,072 | $115,770+95.3% | $101,248+123.3% | $158,922+42.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.79% | 56.14%-43.3pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,388 | $4,175-66.7% | $3,660-62.1% | $4,761-70.8% |
| Participant deferral / active EE | $9,037 | $4,957+82.3% | $4,370+106.8% | $5,982+51.1% |
| Admin fee / account holder | $495 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |