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 7-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 | $126,658 | $76,738+65.1% | $56,411+124.5% | $145,922-13.2% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 14.05% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,235 | $1,380-10.5% | $1,039+18.9% | $4,660-73.5% |
| Participant deferral / active EE | $2,069 | $2,623-21.1% | $1,952+6.0% | $6,688-69.1% |
| Admin fee / account holder | $21,559 | $3,334+546.7% | $2,829+662.1% | $13,397+60.9% |