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 | $198,021 | $150,187+31.8% | $120,354+64.5% | $145,922+35.7% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 12.34% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,880 | $4,348+12.2% | $3,463+40.9% | $4,660+4.7% |
| Participant deferral / active EE | $12,406 | $6,173+101.0% | $4,991+148.6% | $6,688+85.5% |
| Admin fee / account holder | $30,916 | $12,207+153.3% | $9,423+228.1% | $13,397+130.8% |