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 | $142,009 | $126,574+12.2% | $106,213+33.7% | $145,922-2.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 9.04% | 224.79%-215.7pp | 116.14%-107.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,309 | $3,730-64.9% | $3,171-58.7% | $4,660-71.9% |
| Participant deferral / active EE | $5,833 | $5,724+1.9% | $5,016+16.3% | $6,688-12.8% |
| Admin fee / account holder | $1,919 | $17,304-88.9% | $11,033-82.6% | $13,397-85.7% |