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 | $234,044 | $150,440+55.6% | $136,294+71.7% | $147,584+58.6% |
| Participation rate | 23.1% | 84.4%-61.3pp | 81.9%-58.8pp | 82.8%-59.8pp |
| Annual return | 17.15% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,212 | $5,256-76.9% | $4,695-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $2,355 | $6,630-64.5% | $6,247-62.3% | $5,439-56.7% |
| Admin fee / account holder | $6,252 | $10,905-42.7% | $9,243-32.4% | $10,885-42.6% |