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 | $174,650 | $81,632+113.9% | $70,449+147.9% | $158,922+9.9% |
| Participation rate | 59.1% | 77.7%-18.6pp | 75.1%-16.0pp | 82.0%-22.9pp |
| Annual return | 20.78% | 208.40%-187.6pp | 109.03%-88.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,930 | $4,554+8.3% | $3,709+32.9% | $5,982-17.6% |
| Admin fee / account holder | $1,150 | $6,193-81.4% | $3,845-70.1% | $11,246-89.8% |