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 6-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 | $115,704 | $70,606+63.9% | $53,898+114.7% | $142,382-18.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 13.68% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,017 | $1,202-15.4% | $932+9.1% | $4,299-76.3% |
| Participant deferral / active EE | $6,622 | $2,364+180.1% | $1,826+262.6% | $6,507+1.8% |
| Admin fee / account holder | $4,096 | $2,852+43.7% | $2,491+64.5% | $12,624-67.5% |