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 | $68,153 | $27,915+144.1% | $58,482+16.5% | $75,163-9.3% |
| Participation rate | 65.8% | 38.8%+27.0pp | 50.9%+14.9pp | 67.2%-1.4pp |
| Annual return | 18.83% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,600 | $669+139.1% | $1,053+51.9% | $2,670-40.1% |
| Participant deferral / active EE | $4,597 | $1,201+282.7% | $1,924+138.9% | $4,125+11.4% |
| Admin fee / account holder | $1,834 | $1,726+6.3% | $2,516-27.1% | $5,651-67.5% |