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 7-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 | $64,376 | $90,348-28.7% | $75,972-15.3% | $145,922-55.9% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 10.63% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,504 | $3,311-54.6% | $2,685-44.0% | $4,660-67.7% |
| Participant deferral / active EE | $2,963 | $5,162-42.6% | $4,255-30.4% | $6,688-55.7% |
| Admin fee / account holder | $1,550 | $8,467-81.7% | $6,467-76.0% | $13,397-88.4% |