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 | $207,642 | $76,738+170.6% | $56,411+268.1% | $145,922+42.3% |
| Participation rate | 4.8% | 63.2%-58.5pp | 52.5%-47.7pp | 80.3%-75.5pp |
| Annual return | 17.86% | 2994.23%-2976.4pp | 1701.33%-1683.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $645 | $1,380-53.2% | $1,039-37.9% | $4,660-86.2% |
| Participant deferral / active EE | $3,824 | $2,623+45.8% | $1,952+95.9% | $6,688-42.8% |
| Admin fee / account holder | $638 | $3,334-80.9% | $2,829-77.4% | $13,397-95.2% |