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 5-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 | $50,742 | $30,400+66.9% | $53,898-5.9% | $84,808-40.2% |
| Participation rate | 31.3% | 46.4%-15.2pp | 55.0%-23.7pp | 68.3%-37.1pp |
| Annual return | 20.39% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,412 | $603+134.2% | $932+51.4% | $2,631-46.3% |
| Participant deferral / active EE | $2,309 | $1,199+92.6% | $1,826+26.4% | $4,212-45.2% |
| Admin fee / account holder | $376 | $1,993-81.1% | $2,491-84.9% | $7,344-94.9% |