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 8-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 | $95,085 | $70,606+34.7% | $53,898+76.4% | $142,382-33.2% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 18.81% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $49 | $1,202-95.9% | $932-94.7% | $4,299-98.9% |
| Participant deferral / active EE | $615 | $2,364-74.0% | $1,826-66.3% | $6,507-90.5% |
| Admin fee / account holder | $383 | $2,852-86.6% | $2,491-84.6% | $12,624-97.0% |