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 | $100,060 | $60,124+66.4% | $90,404+10.7% | $79,858+25.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 13.18% | 71.94%-58.8pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,940 | $2,068+42.2% | $3,262-9.9% | $2,471+19.0% |
| Participant deferral / active EE | $4,808 | $2,938+63.6% | $3,963+21.3% | $3,740+28.6% |
| Admin fee / account holder | $14,557 | $3,976+266.1% | $5,611+159.4% | $5,306+174.3% |