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 | $244,215 | $159,901+52.7% | $146,958+66.2% | $145,922+67.4% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 12.37% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,129 | $5,286-40.8% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $7,283 | $8,428-13.6% | $8,070-9.8% | $6,688+8.9% |
| Admin fee / account holder | $1,318 | $15,044-91.2% | $12,998-89.9% | $13,397-90.2% |