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 | $124,561 | $70,606+76.4% | $53,898+131.1% | $142,382-12.5% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 21.17% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $619 | $1,202-48.5% | $932-33.6% | $4,299-85.6% |
| Participant deferral / active EE | $1,547 | $2,364-34.6% | $1,826-15.3% | $6,507-76.2% |
| Admin fee / account holder | $473 | $2,852-83.4% | $2,491-81.0% | $12,624-96.3% |