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 | $239,372 | $156,846+52.6% | $121,098+97.7% | $139,434+71.7% |
| Participation rate | 65.0% | 76.4%-11.4pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 12.72% | 1474.56%-1461.8pp | 985.75%-973.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,798 | $5,536-67.5% | $4,164-56.8% | $4,751-62.2% |
| Participant deferral / active EE | $5,339 | $4,844+10.2% | $4,080+30.9% | $6,710-20.4% |
| Admin fee / account holder | $75,525 | $6,946+987.4% | $5,644+1238.0% | $11,403+562.4% |