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 9-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 | $237,782 | $81,625+191.3% | $58,482+306.6% | $139,434+70.5% |
| Participation rate | 5.0% | 61.3%-56.3pp | 50.9%-45.9pp | 80.3%-75.3pp |
| Annual return | 16.75% | 7404.20%-7387.4pp | 4239.32%-4222.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $262 | $1,398-81.3% | $1,053-75.1% | $4,751-94.5% |
| Participant deferral / active EE | $1,392 | $2,557-45.6% | $1,924-27.7% | $6,710-79.3% |
| Admin fee / account holder | $1,059 | $3,265-67.6% | $2,516-57.9% | $11,403-90.7% |