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 | $161,101 | $96,635+66.7% | $86,612+86.0% | $139,434+15.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.72% | 106.41%-86.7pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $4,800 | $3,263+47.1% | $3,022+58.8% | $4,751+1.0% |
| Participant deferral / active EE | $3,896 | $4,836-19.4% | $4,438-12.2% | $6,710-41.9% |
| Admin fee / account holder | $1,702 | $6,408-73.4% | $5,614-69.7% | $11,403-85.1% |