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 | $193,600 | $88,751+118.1% | $81,812+136.6% | $145,922+32.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 15.95% | 1025.40%-1009.5pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,662 | $3,083+51.2% | $2,912+60.1% | $4,6600% |
| Participant deferral / active EE | $11,014 | $4,643+137.2% | $4,319+155.0% | $6,688+64.7% |
| Admin fee / account holder | $7,635 | $8,415-9.3% | $7,386+3.4% | $13,397-43.0% |