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 | $123,583 | $70,606+75.0% | $53,898+129.3% | $142,382-13.2% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | 13.35% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $706 | $1,202-41.3% | $932-24.3% | $4,299-83.6% |
| Participant deferral / active EE | $2,305 | $2,364-2.5% | $1,826+26.2% | $6,507-64.6% |
| Admin fee / account holder | $619 | $2,852-78.3% | $2,491-75.2% | $12,624-95.1% |