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 | $122,406 | $90,348+35.5% | $75,972+61.1% | $145,922-16.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.19% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,629 | $3,311-50.8% | $2,685-39.3% | $4,660-65.0% |
| Participant deferral / active EE | $4,995 | $5,162-3.2% | $4,255+17.4% | $6,688-25.3% |
| Admin fee / account holder | $9,742 | $8,467+15.1% | $6,467+50.6% | $13,397-27.3% |