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 | $201,620 | $96,305+109.4% | $80,569+150.2% | $139,434+44.6% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 12.42% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $840 | $3,262-74.2% | $2,723-69.2% | $4,751-82.3% |
| Participant deferral / active EE | $4,800 | $5,232-8.3% | $4,447+7.9% | $6,710-28.5% |
| Admin fee / account holder | $907 | $6,599-86.3% | $5,377-83.1% | $11,403-92.0% |