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 | $133,313 | $111,724+19.3% | $93,606+42.4% | $145,922-8.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 21.60% | 202.98%-181.4pp | 133.20%-111.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,734 | $3,090-43.9% | $2,420-28.4% | $4,660-62.8% |
| Participant deferral / active EE | $9,281 | $4,912+89.0% | $4,411+110.4% | $6,688+38.8% |
| Admin fee / account holder | $1,631 | $10,250-84.1% | $8,285-80.3% | $13,397-87.8% |