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 5-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 | $59,296 | $70,606-16.0% | $53,898+10.0% | $142,382-58.4% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 21.32% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,768 | $1,202+47.1% | $932+89.7% | $4,299-58.9% |
| Participant deferral / active EE | $5,286 | $2,364+123.6% | $1,826+189.4% | $6,507-18.8% |
| Admin fee / account holder | $1,071 | $2,852-62.5% | $2,491-57.0% | $12,624-91.5% |