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 | $159,385 | $60,124+165.1% | $90,404+76.3% | $79,858+99.6% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.7pp |
| Annual return | 24.98% | 71.94%-47.0pp | 1293.02%-1268.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,539 | $2,068+22.8% | $3,262-22.2% | $2,471+2.8% |
| Participant deferral / active EE | $3,040 | $2,938+3.5% | $3,963-23.3% | $3,740-18.7% |
| Admin fee / account holder | $26,287 | $3,976+561.1% | $5,611+368.5% | $5,306+395.4% |