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 | $86,016 | $70,606+21.8% | $53,898+59.6% | $142,382-39.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 15.50% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,447 | $1,202+20.3% | $932+55.2% | $4,299-66.4% |
| Participant deferral / active EE | $6,024 | $2,364+154.8% | $1,826+229.8% | $6,507-7.4% |
| Admin fee / account holder | $948 | $2,852-66.7% | $2,491-61.9% | $12,624-92.5% |