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 | $183,914 | $100,852+82.4% | $90,404+103.4% | $158,922+15.7% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 35.59% | 1724.20%-1688.6pp | 1293.02%-1257.4pp | 302.83%-267.2pp |
| Employer contribution / active EE | $2,343 | $3,689-36.5% | $3,262-28.2% | $4,761-50.8% |
| Participant deferral / active EE | $5,965 | $4,348+37.2% | $3,963+50.5% | $5,982-0.3% |
| Admin fee / account holder | $9,367 | $6,501+44.1% | $5,611+66.9% | $11,246-16.7% |