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 | $175,249 | $185,200-5.4% | $142,863+22.7% | $167,490+4.6% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 18.82% | 8555.70%-8536.9pp | 5637.54%-5618.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,567 | $5,604-72.0% | $4,144-62.2% | $4,837-67.6% |
| Participant deferral / active EE | $6,785 | $4,494+51.0% | $3,837+76.8% | $6,341+7.0% |
| Admin fee / account holder | $611 | $8,031-92.4% | $6,560-90.7% | $12,309-95.0% |