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 7-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 | $55,394 | $76,738-27.8% | $56,411-1.8% | $145,922-62.0% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 10.43% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $856 | $1,380-38.0% | $1,039-17.6% | $4,660-81.6% |
| Participant deferral / active EE | $4,221 | $2,623+61.0% | $1,952+116.3% | $6,688-36.9% |
| Admin fee / account holder | $12,583 | $3,334+277.4% | $2,829+344.8% | $13,397-6.1% |