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 | $169,010 | $108,642+55.6% | $74,701+126.2% | $152,861+10.6% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.4%-52.4pp |
| Annual return | 22.61% | 114.06%-91.4pp | 752.92%-730.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,872 | $1,503+24.6% | $1,084+72.8% | $4,762-60.7% |
| Participant deferral / active EE | $5,700 | $2,712+110.2% | $1,964+190.3% | $5,850-2.6% |
| Admin fee / account holder | $1,101 | $4,902-77.5% | $3,333-67.0% | $11,596-90.5% |