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 | $87,367 | $102,604-14.8% | $86,188+1.4% | $139,434-37.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.45% | 1922.51%-1908.1pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,478 | $3,032-51.2% | $2,380-37.9% | $4,751-68.9% |
| Participant deferral / active EE | $4,560 | $4,676-2.5% | $3,985+14.4% | $6,710-32.0% |
| Admin fee / account holder | $11,338 | $8,657+31.0% | $6,852+65.5% | $11,403-0.6% |