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 | $151,529 | $115,770+30.9% | $101,248+49.7% | $158,922-4.7% |
| Participation rate | 23.1% | 79.4%-56.3pp | 75.8%-52.7pp | 82.0%-58.9pp |
| Annual return | 113.15% | 56.14%+57.0pp | 46.47%+66.7pp | 302.83%-189.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,662 | $4,957-66.5% | $4,370-62.0% | $5,982-72.2% |
| Admin fee / account holder | $2,404 | $7,245-66.8% | $5,945-59.6% | $11,246-78.6% |