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 | $182,577 | $90,348+102.1% | $75,972+140.3% | $145,922+25.1% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.1%-41.8pp | 80.3%-53.0pp |
| Annual return | 13.53% | 620.88%-607.3pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,546 | $3,311-53.3% | $2,685-42.4% | $4,660-66.8% |
| Participant deferral / active EE | $4,625 | $5,162-10.4% | $4,255+8.7% | $6,688-30.8% |
| Admin fee / account holder | $14,042 | $8,467+65.9% | $6,467+117.1% | $13,397+4.8% |