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 | $105,784 | $88,751+19.2% | $81,812+29.3% | $145,922-27.5% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 15.30% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,711 | $3,083-44.5% | $2,912-41.2% | $4,660-63.3% |
| Participant deferral / active EE | $8,126 | $4,643+75.0% | $4,319+88.2% | $6,688+21.5% |
| Admin fee / account holder | $20,978 | $8,415+149.3% | $7,386+184.0% | $13,397+56.6% |