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 | $219,465 | $138,044+59.0% | $125,339+75.1% | $134,475+63.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 1.09% | 750.33%-749.2pp | 572.05%-571.0pp | 417.96%-416.9pp |
| Employer contribution / active EE | $23,390 | $5,243+346.1% | $4,814+385.9% | $4,740+393.5% |
| Participant deferral / active EE | $9,864 | $7,799+26.5% | $7,446+32.5% | $6,400+54.1% |
| Admin fee / account holder | $1,005 | $11,571-91.3% | $10,010-90.0% | $11,426-91.2% |