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 | $77,468 | $108,642-28.7% | $74,701+3.7% | $152,861-49.3% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.4%-62.4pp |
| Annual return | 15.33% | 114.06%-98.7pp | 752.92%-737.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $133 | $1,503-91.1% | $1,084-87.7% | $4,762-97.2% |
| Participant deferral / active EE | $466 | $2,712-82.8% | $1,964-76.3% | $5,850-92.0% |
| Admin fee / account holder | $832 | $4,902-83.0% | $3,333-75.0% | $11,596-92.8% |