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 7-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 | $181,106 | $70,756+156.0% | $65,493+176.5% | $142,382+27.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 15.91% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,474 | $2,881-48.8% | $2,574-42.7% | $4,299-65.7% |
| Participant deferral / active EE | $11,226 | $4,637+142.1% | $3,961+183.4% | $6,507+72.5% |
| Admin fee / account holder | $540 | $6,559-91.8% | $5,028-89.3% | $12,624-95.7% |