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 5-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 | $84,631 | $70,606+19.9% | $53,898+57.0% | $142,382-40.6% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 18.63% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $835 | $1,202-30.6% | $932-10.4% | $4,299-80.6% |
| Participant deferral / active EE | $5,082 | $2,364+115.0% | $1,826+178.3% | $6,507-21.9% |
| Admin fee / account holder | $855 | $2,852-70.0% | $2,491-65.7% | $12,624-93.2% |