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 | $246,739 | $104,486+136.1% | $76,817+221.2% | $152,861+61.4% |
| Participation rate | 63.2% | 76.6%-13.4pp | 72.1%-8.9pp | 82.4%-19.3pp |
| Annual return | 27.17% | 1013.37%-986.2pp | 1166.11%-1138.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,943 | $3,116+26.5% | $2,302+71.3% | $4,762-17.2% |
| Participant deferral / active EE | $6,526 | $4,236+54.1% | $3,336+95.6% | $5,850+11.6% |
| Admin fee / account holder | $28,647 | $12,275+133.4% | $6,420+346.2% | $11,596+147.0% |