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 | $143,197 | $100,852+42.0% | $90,404+58.4% | $158,922-9.9% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.7%-46.4pp | 82.0%-55.6pp |
| Annual return | 23.37% | 1724.20%-1700.8pp | 1293.02%-1269.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $678 | $3,689-81.6% | $3,262-79.2% | $4,761-85.8% |
| Participant deferral / active EE | $3,771 | $4,348-13.3% | $3,963-4.9% | $5,982-37.0% |
| Admin fee / account holder | $656 | $6,501-89.9% | $5,611-88.3% | $11,246-94.2% |