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 | $105,334 | $57,281+83.9% | $86,612+21.6% | $75,163+40.1% |
| Participation rate | 39.4% | 63.2%-23.8pp | 71.7%-32.3pp | 67.2%-27.8pp |
| Annual return | 22.18% | 2670.75%-2648.6pp | 591.07%-568.9pp | 160.62%-138.4pp |
| Employer contribution / active EE | $998 | $2,314-56.9% | $3,022-67.0% | $2,670-62.6% |
| Participant deferral / active EE | $2,218 | $3,318-33.1% | $4,438-50.0% | $4,125-46.2% |
| Admin fee / account holder | $2,269 | $4,112-44.8% | $5,614-59.6% | $5,651-59.8% |