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 | $108,769 | $70,606+54.1% | $53,898+101.8% | $142,382-23.6% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 22.03% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $541 | $1,202-55.0% | $932-42.0% | $4,299-87.4% |
| Participant deferral / active EE | $2,360 | $2,364-0.2% | $1,826+29.2% | $6,507-63.7% |
| Admin fee / account holder | $3,096 | $2,852+8.6% | $2,491+24.3% | $12,624-75.5% |