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 | $82,842 | $70,756+17.1% | $65,493+26.5% | $142,382-41.8% |
| Participation rate | 63.2% | 77.4%-14.2pp | 73.1%-9.9pp | 80.1%-17.0pp |
| Annual return | 15.91% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,049 | $2,881-28.9% | $2,574-20.4% | $4,299-52.3% |
| Participant deferral / active EE | $4,715 | $4,637+1.7% | $3,961+19.0% | $6,507-27.5% |
| Admin fee / account holder | $2,820 | $6,559-57.0% | $5,028-43.9% | $12,624-77.7% |