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 | $151,796 | $105,998+43.2% | $92,233+64.6% | $147,584+2.9% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 18.83% | 50.05%-31.2pp | 176.28%-157.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,686 | $4,333-61.1% | $3,679-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $3,592 | $4,478-19.8% | $3,897-7.8% | $5,439-34.0% |
| Admin fee / account holder | $1,042 | $6,332-83.5% | $5,194-79.9% | $10,885-90.4% |