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 | $227,045 | $102,604+121.3% | $86,188+163.4% | $139,434+62.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 20.54% | 1922.51%-1902.0pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,305 | $3,032-57.0% | $2,380-45.2% | $4,751-72.5% |
| Participant deferral / active EE | $3,679 | $4,676-21.3% | $3,985-7.7% | $6,710-45.2% |
| Admin fee / account holder | $1,223 | $8,657-85.9% | $6,852-82.2% | $11,403-89.3% |