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 | $120,768 | $108,642+11.2% | $74,701+61.7% | $152,861-21.0% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 22.86% | 114.06%-91.2pp | 752.92%-730.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,089 | $1,503-27.5% | $1,084+0.5% | $4,762-77.1% |
| Participant deferral / active EE | $2,736 | $2,712+0.9% | $1,964+39.3% | $5,850-53.2% |
| Admin fee / account holder | $5,380 | $4,902+9.7% | $3,333+61.4% | $11,596-53.6% |