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 | $175,575 | $81,625+115.1% | $58,482+200.2% | $139,434+25.9% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 17.40% | 7404.20%-7386.8pp | 4239.32%-4221.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,175 | $1,398+55.5% | $1,053+106.5% | $4,751-54.2% |
| Participant deferral / active EE | $7,010 | $2,557+174.2% | $1,924+264.4% | $6,710+4.5% |
| Admin fee / account holder | $1,551 | $3,265-52.5% | $2,516-38.3% | $11,403-86.4% |