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 | $51,523 | $81,625-36.9% | $58,482-11.9% | $139,434-63.0% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 22.53% | 7404.20%-7381.7pp | 4239.32%-4216.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,987 | $1,398+42.1% | $1,053+88.6% | $4,751-58.2% |
| Participant deferral / active EE | $4,047 | $2,557+58.3% | $1,924+110.4% | $6,710-39.7% |
| Admin fee / account holder | $2,433 | $3,265-25.5% | $2,516-3.3% | $11,403-78.7% |