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 | $198,072 | $159,901+23.9% | $146,958+34.8% | $145,922+35.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.36% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,627 | $5,286+63.2% | $4,933+74.9% | $4,660+85.2% |
| Participant deferral / active EE | $3,200 | $8,428-62.0% | $8,070-60.3% | $6,688-52.2% |
| Admin fee / account holder | $24,641 | $15,044+63.8% | $12,998+89.6% | $13,397+83.9% |