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 | $66,332 | $70,606-6.1% | $53,898+23.1% | $142,382-53.4% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 13.89% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $585 | $1,202-51.3% | $932-37.3% | $4,299-86.4% |
| Participant deferral / active EE | $3,093 | $2,364+30.8% | $1,826+69.4% | $6,507-52.5% |
| Admin fee / account holder | $1,478 | $2,852-48.2% | $2,491-40.7% | $12,624-88.3% |