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 | $175,576 | $96,305+82.3% | $80,569+117.9% | $139,434+25.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 20.86% | 1350.08%-1329.2pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,528 | $3,262-22.5% | $2,723-7.2% | $4,751-46.8% |
| Participant deferral / active EE | $6,569 | $5,232+25.6% | $4,447+47.7% | $6,710-2.1% |
| Admin fee / account holder | $1,910 | $6,599-71.1% | $5,377-64.5% | $11,403-83.2% |