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 | $219,028 | $102,317+114.1% | $146,958+49.0% | $80,856+170.9% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 21.88% | 134.76%-112.9pp | 418.34%-396.5pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,097 | $3,713-16.6% | $4,933-37.2% | $2,755+12.4% |
| Participant deferral / active EE | $5,714 | $6,644-14.0% | $8,070-29.2% | $4,296+33.0% |
| Admin fee / account holder | $419 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |