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 | $66,225 | $34,308+93.0% | $74,701-11.3% | $72,985-9.3% |
| Participation rate | 12.5% | 42.4%-29.9pp | 54.5%-42.0pp | 69.5%-57.0pp |
| Annual return | 23.67% | 26.58%-2.9pp | 752.92%-729.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $481 | $692-30.5% | $1,084-55.7% | $2,440-80.3% |
| Participant deferral / active EE | $1,633 | $1,271+28.4% | $1,964-16.8% | $3,607-54.7% |
| Admin fee / account holder | $416 | $2,124-80.4% | $3,333-87.5% | $5,124-91.9% |