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 | $108,326 | $65,561+65.2% | $86,188+25.7% | $75,163+44.1% |
| Participation rate | 64.9% | 60.5%+4.4pp | 69.0%-4.0pp | 67.2%-2.3pp |
| Annual return | 19.23% | 46.05%-26.8pp | 1168.45%-1149.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,888 | $1,553+86.0% | $2,380+21.3% | $2,670+8.2% |
| Participant deferral / active EE | $6,359 | $3,024+110.3% | $3,985+59.6% | $4,125+54.2% |
| Admin fee / account holder | $11,335 | $5,474+107.1% | $6,852+65.4% | $5,651+100.6% |