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 | $137,803 | $76,738+79.6% | $56,411+144.3% | $145,922-5.6% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 15.98% | 2994.23%-2978.2pp | 1701.33%-1685.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $806 | $1,380-41.6% | $1,039-22.4% | $4,660-82.7% |
| Participant deferral / active EE | $3,623 | $2,623+38.1% | $1,952+85.6% | $6,688-45.8% |
| Admin fee / account holder | $2,020 | $3,334-39.4% | $2,829-28.6% | $13,397-84.9% |