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 | $238,847 | $102,604+132.8% | $86,188+177.1% | $139,434+71.3% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 10.88% | 1922.51%-1911.6pp | 1168.45%-1157.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,899 | $3,032-37.4% | $2,380-20.2% | $4,751-60.0% |
| Participant deferral / active EE | $6,708 | $4,676+43.5% | $3,985+68.3% | $6,7100% |
| Admin fee / account holder | $1,818 | $8,657-79.0% | $6,852-73.5% | $11,403-84.1% |