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 | $180,971 | $158,398+14.3% | $126,539+43.0% | $142,382+27.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 11.83% | 593.76%-581.9pp | 425.95%-414.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,908 | $4,650-59.0% | $3,674-48.1% | $4,299-55.6% |
| Participant deferral / active EE | $9,268 | $4,767+94.4% | $4,083+127.0% | $6,507+42.4% |
| Admin fee / account holder | $20,650 | $6,918+198.5% | $6,065+240.5% | $12,624+63.6% |