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 | $148,516 | $58,927+152.0% | $76,817+93.3% | $72,985+103.5% |
| Participation rate | 69.2% | 67.3%+1.9pp | 72.1%-2.9pp | 69.5%-0.3pp |
| Annual return | 22.96% | 2305.64%-2282.7pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,334 | $1,787-25.3% | $2,302-42.0% | $2,440-45.3% |
| Participant deferral / active EE | $3,858 | $2,690+43.4% | $3,336+15.6% | $3,607+6.9% |
| Admin fee / account holder | $3,800 | $4,013-5.3% | $6,420-40.8% | $5,124-25.8% |