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 | $154,788 | $111,724+38.5% | $93,606+65.4% | $145,922+6.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 28.92% | 202.98%-174.1pp | 133.20%-104.3pp | 561.29%-532.4pp |
| Employer contribution / active EE | $1,403 | $3,090-54.6% | $2,420-42.0% | $4,660-69.9% |
| Participant deferral / active EE | $5,232 | $4,912+6.5% | $4,411+18.6% | $6,688-21.8% |
| Admin fee / account holder | $700 | $10,250-93.2% | $8,285-91.6% | $13,397-94.8% |