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 | $149,336 | $76,738+94.6% | $56,411+164.7% | $145,922+2.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 13.52% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,039 | $1,380-24.7% | $1,0390% | $4,660-77.7% |
| Participant deferral / active EE | $2,869 | $2,623+9.4% | $1,952+47.0% | $6,688-57.1% |
| Admin fee / account holder | $4,248 | $3,334+27.4% | $2,829+50.2% | $13,397-68.3% |