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 | $105,909 | $56,114+88.7% | $96,139+10.2% | $85,850+23.4% |
| Participation rate | 69.7% | 56.7%+13.0pp | 68.4%+1.3pp | 69.3%+0.4pp |
| Annual return | 13.72% | 42.30%-28.6pp | 191.94%-178.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,138 | $1,620+32.0% | $2,797-23.5% | $2,565-16.6% |
| Participant deferral / active EE | $3,407 | $2,859+19.1% | $4,349-21.7% | $3,952-13.8% |
| Admin fee / account holder | $12,441 | $3,768+230.2% | $5,537+124.7% | $6,260+98.7% |