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 5-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 | $235,733 | $106,515+121.3% | $96,683+143.8% | $139,434+69.1% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.1pp |
| Annual return | 63.12% | 38.43%+24.7pp | 35.69%+27.4pp | 372.94%-309.8pp |
| Employer contribution / active EE | $1,740 | $4,103-57.6% | $3,737-53.4% | $4,751-63.4% |
| Participant deferral / active EE | $3,496 | $5,454-35.9% | $4,878-28.3% | $6,710-47.9% |
| Admin fee / account holder | $1,043 | $7,877-86.8% | $6,730-84.5% | $11,403-90.9% |