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 | $104,213 | $57,281+81.9% | $86,612+20.3% | $75,163+38.6% |
| Participation rate | 65.4% | 63.2%+2.2pp | 71.7%-6.3pp | 67.2%-1.8pp |
| Annual return | 16.83% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,797 | $2,314+20.8% | $3,022-7.5% | $2,670+4.7% |
| Participant deferral / active EE | $4,035 | $3,318+21.6% | $4,438-9.1% | $4,125-2.2% |
| Admin fee / account holder | $12,342 | $4,112+200.2% | $5,614+119.8% | $5,651+118.4% |