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 5-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 | $63,636 | $81,625-22.0% | $58,482+8.8% | $139,434-54.4% |
| Participation rate | 20.8% | 61.3%-40.5pp | 50.9%-30.0pp | 80.3%-59.5pp |
| Annual return | 17.72% | 7404.20%-7386.5pp | 4239.32%-4221.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $813 | $1,398-41.9% | $1,053-22.8% | $4,751-82.9% |
| Participant deferral / active EE | $2,623 | $2,557+2.6% | $1,924+36.3% | $6,710-60.9% |
| Admin fee / account holder | $558 | $3,265-82.9% | $2,516-77.8% | $11,403-95.1% |