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 | $56,786 | $30,588+85.6% | $53,898+5.4% | $85,563-33.6% |
| Participation rate | 15.9% | 26.3%-10.4pp | 55.0%-39.0pp | 66.0%-50.0pp |
| Annual return | 19.43% | 50.42%-31.0pp | 528.60%-509.2pp | 31.51%-12.1pp |
| Employer contribution / active EE | $355 | $436-18.5% | $932-61.9% | $2,654-86.6% |
| Participant deferral / active EE | $567 | $848-33.1% | $1,826-68.9% | $4,375-87.0% |
| Admin fee / account holder | $6,343 | $1,879+237.6% | $2,491+154.7% | $834+660.4% |