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 | $243,974 | $112,881+116.1% | $90,951+168.2% | $158,922+53.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 235.22% | 215.79%+19.4pp | 134.60%+100.6pp | 302.83%-67.6pp |
| Employer contribution / active EE | $1,505 | $2,893-48.0% | $2,122-29.1% | $4,761-68.4% |
| Participant deferral / active EE | $9,222 | $4,128+123.4% | $3,373+173.4% | $5,982+54.2% |
| Admin fee / account holder | $897 | $8,041-88.8% | $5,959-84.9% | $11,246-92.0% |