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 | $191,689 | $100,852+90.1% | $90,404+112.0% | $158,922+20.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 19.45% | 1724.20%-1704.8pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,881 | $3,689+32.3% | $3,262+49.6% | $4,761+2.5% |
| Participant deferral / active EE | $11,161 | $4,348+156.7% | $3,963+181.6% | $5,982+86.6% |
| Admin fee / account holder | $509 | $6,501-92.2% | $5,611-90.9% | $11,246-95.5% |