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 | $232,686 | $98,750+135.6% | $149,696+55.4% | $79,858+191.4% |
| Participation rate | 60.9% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,478 | $3,216+39.2% | $4,644-3.6% | $2,471+81.2% |
| Participant deferral / active EE | $6,070 | $5,680+6.9% | $6,842-11.3% | $3,740+62.3% |
| Admin fee / account holder | $9,464 | $6,053+56.4% | $9,309+1.7% | $5,306+78.4% |