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 | $189,498 | $112,096+69.1% | $95,952+97.5% | $158,922+19.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.29% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,753 | $3,198-45.2% | $2,541-31.0% | $4,761-63.2% |
| Participant deferral / active EE | $6,024 | $4,784+25.9% | $4,167+44.6% | $5,982+0.7% |
| Admin fee / account holder | $1,612 | $10,130-84.1% | $6,795-76.3% | $11,246-85.7% |