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 | $158,088 | $70,756+123.4% | $65,493+141.4% | $142,382+11.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.04% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $587 | $2,881-79.6% | $2,574-77.2% | $4,299-86.3% |
| Participant deferral / active EE | $978 | $4,637-78.9% | $3,961-75.3% | $6,507-85.0% |
| Admin fee / account holder | $1,687 | $6,559-74.3% | $5,028-66.4% | $12,624-86.6% |