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 | $165,903 | $74,888+121.5% | $71,209+133.0% | $142,382+16.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 14.50% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,307 | $2,854+156.0% | $2,721+168.5% | $4,299+70.0% |
| Participant deferral / active EE | $2,095 | $4,454-53.0% | $4,175-49.8% | $6,507-67.8% |
| Admin fee / account holder | $944 | $5,568-83.0% | $5,349-82.3% | $12,624-92.5% |