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 | $122,237 | $108,642+12.5% | $74,701+63.6% | $152,861-20.0% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 22.60% | 114.06%-91.5pp | 752.92%-730.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,628 | $1,503+74.8% | $1,084+142.5% | $4,762-44.8% |
| Participant deferral / active EE | $6,343 | $2,712+133.9% | $1,964+223.0% | $5,850+8.4% |
| Admin fee / account holder | $5,666 | $4,902+15.6% | $3,333+70.0% | $11,596-51.1% |