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 | $227,036 | $202,318+12.2% | $172,739+31.4% | $152,861+48.5% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.4%-24.6pp |
| Annual return | 13.40% | 1029.65%-1016.3pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,339 | $5,856-77.1% | $5,143-74.0% | $4,762-71.9% |
| Participant deferral / active EE | $3,695 | $5,948-37.9% | $5,198-28.9% | $5,850-36.8% |
| Admin fee / account holder | $11,994 | $17,109-29.9% | $13,954-14.0% | $11,596+3.4% |