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 | $80,177 | $30,400+163.7% | $53,898+48.8% | $84,808-5.5% |
| Participation rate | 20.7% | 46.4%-25.8pp | 55.0%-34.3pp | 68.3%-47.6pp |
| Annual return | 15.15% | 500.19%-485.0pp | 528.60%-513.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $417 | $603-30.8% | $932-55.3% | $2,631-84.2% |
| Participant deferral / active EE | $999 | $1,199-16.6% | $1,826-45.3% | $4,212-76.3% |
| Admin fee / account holder | $3,400 | $1,993+70.6% | $2,491+36.5% | $7,344-53.7% |