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 | $201,844 | $90,348+123.4% | $75,972+165.7% | $145,922+38.3% |
| Participation rate | 64.7% | 74.5%-9.7pp | 69.1%-4.3pp | 80.3%-15.6pp |
| Annual return | 13.71% | 620.88%-607.2pp | 359.55%-345.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,850 | $3,311-13.9% | $2,685+6.2% | $4,660-38.8% |
| Participant deferral / active EE | $6,565 | $5,162+27.2% | $4,255+54.3% | $6,688-1.8% |
| Admin fee / account holder | $16,522 | $8,467+95.1% | $6,467+155.5% | $13,397+23.3% |