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 | $65,314 | $70,606-7.5% | $53,898+21.2% | $142,382-54.1% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 17.74% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $525 | $1,202-56.4% | $932-43.7% | $4,299-87.8% |
| Participant deferral / active EE | $2,766 | $2,364+17.0% | $1,826+51.5% | $6,507-57.5% |
| Admin fee / account holder | $9,291 | $2,852+225.8% | $2,491+273.0% | $12,624-26.4% |