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 | $194,115 | $150,440+29.0% | $136,294+42.4% | $147,584+31.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.20% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,489 | $5,256-33.6% | $4,695-25.7% | $4,876-28.4% |
| Participant deferral / active EE | $5,844 | $6,630-11.9% | $6,247-6.5% | $5,439+7.4% |
| Admin fee / account holder | $1,722 | $10,905-84.2% | $9,243-81.4% | $10,885-84.2% |