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 7-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 | $87,119 | $30,400+186.6% | $53,898+61.6% | $84,808+2.7% |
| Participation rate | 9.1% | 46.4%-37.4pp | 55.0%-45.9pp | 68.3%-59.2pp |
| Annual return | 18.71% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $147 | $603-75.6% | $932-84.2% | $2,631-94.4% |
| Participant deferral / active EE | $1,136 | $1,199-5.3% | $1,826-37.8% | $4,212-73.0% |
| Admin fee / account holder | $3,984 | $1,993+99.9% | $2,491+60.0% | $7,344-45.7% |