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 | $144,123 | $102,317+40.9% | $146,958-1.9% | $80,856+78.2% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 23.63% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,883 | $3,713+4.6% | $4,933-21.3% | $2,755+40.9% |
| Participant deferral / active EE | $6,637 | $6,644-0.1% | $8,070-17.8% | $4,296+54.5% |
| Admin fee / account holder | $3,404 | $7,941-57.1% | $12,998-73.8% | $6,918-50.8% |