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 | $134,717 | $105,998+27.1% | $92,233+46.1% | $147,584-8.7% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 18.34% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,786 | $4,333-58.8% | $3,679-51.5% | $4,876-63.4% |
| Participant deferral / active EE | $5,127 | $4,478+14.5% | $3,897+31.6% | $5,439-5.7% |
| Admin fee / account holder | $985 | $6,332-84.4% | $5,194-81.0% | $10,885-90.9% |