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 | $137,827 | $109,817+25.5% | $98,442+40.0% | $167,490-17.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 15.22% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,525 | $3,224-52.7% | $2,960-48.5% | $4,837-68.5% |
| Participant deferral / active EE | $6,558 | $4,673+40.3% | $4,276+53.4% | $6,341+3.4% |
| Admin fee / account holder | $520 | $6,753-92.3% | $5,949-91.3% | $12,309-95.8% |