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 | $54,332 | $30,400+78.7% | $53,898+0.8% | $84,808-35.9% |
| Participation rate | 30.6% | 46.4%-15.9pp | 55.0%-24.4pp | 68.3%-37.7pp |
| Annual return | 17.96% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $846 | $603+40.4% | $932-9.2% | $2,631-67.8% |
| Participant deferral / active EE | $3,402 | $1,199+183.8% | $1,826+86.3% | $4,212-19.2% |
| Admin fee / account holder | $5,548 | $1,993+178.4% | $2,491+122.8% | $7,344-24.4% |