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 | $103,830 | $49,173+111.2% | $121,098-14.3% | $75,163+38.1% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 13.82% | 55.99%-42.2pp | 985.75%-971.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,654 | $1,546+71.7% | $4,164-36.3% | $2,670-0.6% |
| Participant deferral / active EE | $4,633 | $2,628+76.3% | $4,080+13.6% | $4,125+12.3% |
| Admin fee / account holder | $28,839 | $3,942+631.7% | $5,644+410.9% | $5,651+410.3% |