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 | $150,565 | $90,348+66.6% | $75,972+98.2% | $145,922+3.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 10.20% | 620.88%-610.7pp | 359.55%-349.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,477 | $3,311-55.4% | $2,685-45.0% | $4,660-68.3% |
| Participant deferral / active EE | $5,482 | $5,162+6.2% | $4,255+28.8% | $6,688-18.0% |
| Admin fee / account holder | $2,491 | $8,467-70.6% | $6,467-61.5% | $13,397-81.4% |