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 | $74,643 | $30,400+145.5% | $53,898+38.5% | $84,808-12.0% |
| Participation rate | 44.4% | 46.4%-2.0pp | 55.0%-10.5pp | 68.3%-23.9pp |
| Annual return | 19.85% | 500.19%-480.3pp | 528.60%-508.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,318 | $603+118.7% | $932+41.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,581 | $1,199+115.3% | $1,826+41.3% | $4,212-38.7% |
| Admin fee / account holder | $2,780 | $1,993+39.5% | $2,491+11.6% | $7,344-62.1% |