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 | $150,596 | $70,606+113.3% | $53,898+179.4% | $142,382+5.8% |
| Participation rate | 45.8% | 63.7%-17.9pp | 55.0%-9.1pp | 80.1%-34.3pp |
| Annual return | 14.21% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $427 | $1,202-64.5% | $932-54.2% | $4,299-90.1% |
| Participant deferral / active EE | $979 | $2,364-58.6% | $1,826-46.4% | $6,507-85.0% |
| Admin fee / account holder | $1,901 | $2,852-33.3% | $2,491-23.7% | $12,624-84.9% |