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 | $184,236 | $96,305+91.3% | $80,569+128.7% | $139,434+32.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.96% | 1350.08%-1328.1pp | 935.43%-913.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,821 | $3,262-44.2% | $2,723-33.1% | $4,751-61.7% |
| Participant deferral / active EE | $9,605 | $5,232+83.6% | $4,447+116.0% | $6,710+43.1% |
| Admin fee / account holder | $734 | $6,599-88.9% | $5,377-86.4% | $11,403-93.6% |