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 | $97,500 | $60,124+62.2% | $90,404+7.8% | $79,858+22.1% |
| Participation rate | 69.2% | 65.0%+4.2pp | 72.7%-3.5pp | 69.6%-0.4pp |
| Annual return | 22.60% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,913 | $2,068+40.9% | $3,262-10.7% | $2,471+17.9% |
| Participant deferral / active EE | $6,441 | $2,938+119.2% | $3,963+62.5% | $3,740+72.2% |
| Admin fee / account holder | $5,604 | $3,976+40.9% | $5,611-0.1% | $5,306+5.6% |