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 | $137,044 | $102,317+33.9% | $146,958-6.7% | $80,856+69.5% |
| Participation rate | 61.4% | 75.8%-14.5pp | 82.2%-20.8pp | 67.6%-6.3pp |
| Annual return | 12.57% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,963 | $3,713-47.1% | $4,933-60.2% | $2,755-28.8% |
| Participant deferral / active EE | $4,852 | $6,644-27.0% | $8,070-39.9% | $4,296+13.0% |
| Admin fee / account holder | $2,201 | $7,941-72.3% | $12,998-83.1% | $6,918-68.2% |