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 | $155,197 | $74,888+107.2% | $71,209+117.9% | $142,382+9.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.06% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,325 | $2,854+16.5% | $2,721+22.2% | $4,299-22.7% |
| Participant deferral / active EE | $7,704 | $4,454+73.0% | $4,175+84.5% | $6,507+18.4% |
| Admin fee / account holder | $9,228 | $5,568+65.7% | $5,349+72.5% | $12,624-26.9% |