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 | $204,477 | $112,096+82.4% | $95,952+113.1% | $158,922+28.7% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 31.70% | 171.09%-139.4pp | 91.61%-59.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $3,044 | $3,198-4.8% | $2,541+19.8% | $4,761-36.1% |
| Participant deferral / active EE | $7,202 | $4,784+50.6% | $4,167+72.8% | $5,982+20.4% |
| Admin fee / account holder | $671 | $10,130-93.4% | $6,795-90.1% | $11,246-94.0% |