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 7-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 | $63,927 | $76,738-16.7% | $56,411+13.3% | $145,922-56.2% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.0pp |
| Annual return | 11.35% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,901 | $1,380+37.8% | $1,039+83.0% | $4,660-59.2% |
| Participant deferral / active EE | $6,833 | $2,623+160.6% | $1,952+250.1% | $6,688+2.2% |
| Admin fee / account holder | $623 | $3,334-81.3% | $2,829-78.0% | $13,397-95.3% |