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 | $217,273 | $107,334+102.4% | $92,893+133.9% | $152,861+42.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 14.33% | 145.58%-131.3pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,098 | $4,221-26.6% | $3,653-15.2% | $4,762-35.0% |
| Participant deferral / active EE | $5,156 | $4,845+6.4% | $4,236+21.7% | $5,850-11.9% |
| Admin fee / account holder | $33,374 | $7,079+371.4% | $5,794+476.0% | $11,596+187.8% |