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 | $226,353 | $112,881+100.5% | $90,951+148.9% | $158,922+42.4% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 20.13% | 215.79%-195.7pp | 134.60%-114.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,177 | $2,893-59.3% | $2,122-44.5% | $4,761-75.3% |
| Participant deferral / active EE | $4,255 | $4,128+3.1% | $3,373+26.2% | $5,982-28.9% |
| Admin fee / account holder | $16,845 | $8,041+109.5% | $5,959+182.7% | $11,246+49.8% |