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 | $233,011 | $70,756+229.3% | $65,493+255.8% | $142,382+63.7% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 11.63% | 1754.89%-1743.3pp | 982.45%-970.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,372 | $2,881-17.7% | $2,574-7.9% | $4,299-44.8% |
| Participant deferral / active EE | $9,341 | $4,637+101.4% | $3,961+135.8% | $6,507+43.6% |
| Admin fee / account holder | $4,876 | $6,559-25.7% | $5,028-3.0% | $12,624-61.4% |