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 | $37,946 | $96,305-60.6% | $80,569-52.9% | $139,434-72.8% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 17.12% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,938 | $3,262+20.7% | $2,723+44.6% | $4,751-17.1% |
| Participant deferral / active EE | $9,109 | $5,232+74.1% | $4,447+104.8% | $6,710+35.8% |
| Admin fee / account holder | $13,499 | $6,599+104.6% | $5,377+151.0% | $11,403+18.4% |