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 | $223,432 | $124,185+79.9% | $108,410+106.1% | $167,490+33.4% |
| Participation rate | 55.0% | 82.3%-27.3pp | 80.1%-25.1pp | 82.1%-27.1pp |
| Annual return | 14.75% | 1379.64%-1364.9pp | 905.27%-890.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,243 | $6,908-53.1% | $6,563-50.6% | $6,341-48.9% |
| Admin fee / account holder | $17,410 | $9,455+84.1% | $7,295+138.7% | $12,309+41.4% |