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 5-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 | $102,799 | $30,400+238.2% | $53,898+90.7% | $84,808+21.2% |
| Participation rate | 9.2% | 46.4%-37.2pp | 55.0%-45.8pp | 68.3%-59.1pp |
| Annual return | 21.72% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $197 | $603-67.4% | $932-78.9% | $2,631-92.5% |
| Participant deferral / active EE | $1,748 | $1,199+45.8% | $1,826-4.3% | $4,212-58.5% |
| Admin fee / account holder | $783 | $1,993-60.7% | $2,491-68.6% | $7,344-89.3% |