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 | $162,108 | $138,065+17.4% | $123,544+31.2% | $135,375+19.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 6.27% | 153.68%-147.4pp | 119.20%-112.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $2,607 | $5,151-49.4% | $4,628-43.7% | $4,779-45.4% |
| Participant deferral / active EE | $9,997 | $6,799+47.0% | $6,426+55.6% | $5,609+78.2% |
| Admin fee / account holder | $364 | $10,916-96.7% | $9,284-96.1% | $10,827-96.6% |