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 5-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 | $212,290 | $158,398+34.0% | $126,539+67.8% | $142,382+49.1% |
| Participation rate | 21.1% | 75.8%-54.8pp | 69.8%-48.8pp | 80.1%-59.1pp |
| Annual return | 54.77% | 593.76%-539.0pp | 425.95%-371.2pp | 217.08%-162.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $947 | $4,767-80.1% | $4,083-76.8% | $6,507-85.4% |
| Admin fee / account holder | $25,000 | $6,918+261.4% | $6,065+312.2% | $12,624+98.0% |