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 | $122,217 | $110,809+10.3% | $86,874+40.7% | $167,490-27.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 10.93% | 116.98%-106.1pp | 63.52%-52.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,579 | $3,244-51.3% | $2,495-36.7% | $4,837-67.4% |
| Participant deferral / active EE | $3,376 | $4,546-25.7% | $3,699-8.7% | $6,341-46.8% |
| Admin fee / account holder | $2,673 | $8,415-68.2% | $5,828-54.1% | $12,309-78.3% |