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 | $235,570 | $185,200+27.2% | $142,863+64.9% | $167,490+40.6% |
| Participation rate | 63.6% | 78.4%-14.8pp | 71.9%-8.3pp | 82.1%-18.5pp |
| Annual return | 14.66% | 8555.70%-8541.0pp | 5637.54%-5622.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,360 | $5,604-75.7% | $4,144-67.2% | $4,837-71.9% |
| Participant deferral / active EE | $5,805 | $4,494+29.2% | $3,837+51.3% | $6,341-8.5% |
| Admin fee / account holder | $4,914 | $8,031-38.8% | $6,560-25.1% | $12,309-60.1% |