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 | $62,744 | $102,317-38.7% | $146,958-57.3% | $80,856-22.4% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.2%-16.6pp | 67.6%-2.1pp |
| Annual return | 15.12% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,186 | $3,713+39.7% | $4,933+5.1% | $2,755+88.3% |
| Participant deferral / active EE | $10,655 | $6,644+60.4% | $8,070+32.0% | $4,296+148.0% |
| Admin fee / account holder | $1,325 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |