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 5-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 | $215,193 | $85,022+153.1% | $70,515+205.2% | $139,434+54.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 176.19% | 30.38%+145.8pp | 32.77%+143.4pp | 372.94%-196.7pp |
| Employer contribution / active EE | $10,696 | $3,909+173.6% | $2,973+259.7% | $4,751+125.1% |
| Participant deferral / active EE | $9,311 | $5,890+58.1% | $4,567+103.9% | $6,710+38.8% |
| Admin fee / account holder | $6,918 | $8,906-22.3% | $6,412+7.9% | $11,403-39.3% |