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 | $92,743 | $70,606+31.4% | $53,898+72.1% | $142,382-34.9% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 13.46% | 619.81%-606.4pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $993 | $1,202-17.4% | $932+6.6% | $4,299-76.9% |
| Participant deferral / active EE | $4,019 | $2,364+70.0% | $1,826+120.1% | $6,507-38.2% |
| Admin fee / account holder | $625 | $2,852-78.1% | $2,491-74.9% | $12,624-95.0% |