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 | $164,803 | $81,625+101.9% | $58,482+181.8% | $139,434+18.2% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 22.20% | 7404.20%-7382.0pp | 4239.32%-4217.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $617 | $1,398-55.8% | $1,053-41.4% | $4,751-87.0% |
| Participant deferral / active EE | $3,585 | $2,557+40.2% | $1,924+86.4% | $6,710-46.6% |
| Admin fee / account holder | $544 | $3,265-83.3% | $2,516-78.4% | $11,403-95.2% |