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 | $70,715 | $30,400+132.6% | $53,898+31.2% | $84,808-16.6% |
| Participation rate | 15.7% | 46.4%-30.8pp | 55.0%-39.3pp | 68.3%-52.6pp |
| Annual return | 26.29% | 500.19%-473.9pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $395 | $603-34.5% | $932-57.6% | $2,631-85.0% |
| Participant deferral / active EE | $1,427 | $1,199+19.0% | $1,826-21.9% | $4,212-66.1% |
| Admin fee / account holder | $359 | $1,993-82.0% | $2,491-85.6% | $7,344-95.1% |