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 3-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 | $95,995 | $70,606+36.0% | $53,898+78.1% | $142,382-32.6% |
| Participation rate | 23.1% | 63.7%-40.6pp | 55.0%-31.9pp | 80.1%-57.0pp |
| Annual return | 19.68% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $768 | $1,202-36.1% | $932-17.6% | $4,299-82.1% |
| Participant deferral / active EE | $5,643 | $2,364+138.7% | $1,826+209.0% | $6,507-13.3% |
| Admin fee / account holder | $332 | $2,852-88.4% | $2,491-86.7% | $12,624-97.4% |