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 | $80,377 | $104,106-22.8% | $71,086+13.1% | $135,375-40.6% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | 4.94% | 1256.30%-1251.4pp | 650.59%-645.6pp | 519.73%-514.8pp |
| Employer contribution / active EE | $292 | $1,485-80.3% | $1,088-73.2% | $4,779-93.9% |
| Participant deferral / active EE | $4,225 | $2,527+67.2% | $1,874+125.4% | $5,609-24.7% |
| Admin fee / account holder | $373 | $4,142-91.0% | $3,082-87.9% | $10,827-96.6% |