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 | $70,629 | $29,548+139.0% | $56,411+25.2% | $77,643-9.0% |
| Participation rate | 17.8% | 32.7%-14.9pp | 52.5%-34.7pp | 70.6%-52.8pp |
| Annual return | 37.13% | 19.01%+18.1pp | 1701.33%-1664.2pp | 31.24%+5.9pp |
| Employer contribution / active EE | $461 | $568-18.8% | $1,039-55.6% | $2,726-83.1% |
| Participant deferral / active EE | $896 | $1,061-15.6% | $1,952-54.1% | $4,647-80.7% |
| Admin fee / account holder | $4,300 | $1,046+311.1% | $2,829+52.0% | $430+899.1% |