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 | $103,152 | $70,606+46.1% | $53,898+91.4% | $142,382-27.6% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 11.77% | 619.81%-608.0pp | 528.60%-516.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $699 | $1,202-41.9% | $932-25.0% | $4,299-83.7% |
| Participant deferral / active EE | $1,446 | $2,364-38.8% | $1,826-20.8% | $6,507-77.8% |
| Admin fee / account holder | $810 | $2,852-71.6% | $2,491-67.5% | $12,624-93.6% |