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 | $229,051 | $70,606+224.4% | $53,898+325.0% | $142,382+60.9% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 15.53% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $137 | $1,202-88.6% | $932-85.4% | $4,299-96.8% |
| Participant deferral / active EE | $4,237 | $2,364+79.2% | $1,826+132.0% | $6,507-34.9% |
| Admin fee / account holder | $1,925 | $2,852-32.5% | $2,491-22.7% | $12,624-84.7% |