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 7-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 | $173,640 | $30,400+471.2% | $53,898+222.2% | $84,808+104.7% |
| Participation rate | 10.0% | 46.4%-36.4pp | 55.0%-45.0pp | 68.3%-58.3pp |
| Annual return | 16.52% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $934 | $603+54.9% | $932+0.2% | $2,631-64.5% |
| Participant deferral / active EE | $1,561 | $1,199+30.2% | $1,826-14.6% | $4,212-62.9% |
| Admin fee / account holder | $5,723 | $1,993+187.1% | $2,491+129.8% | $7,344-22.1% |