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 | $70,695 | $30,400+132.5% | $53,898+31.2% | $84,808-16.6% |
| Participation rate | 25.9% | 46.4%-20.5pp | 55.0%-29.0pp | 68.3%-42.4pp |
| Annual return | 14.77% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $95 | $603-84.2% | $932-89.8% | $2,631-96.4% |
| Participant deferral / active EE | $438 | $1,199-63.4% | $1,826-76.0% | $4,212-89.6% |
| Admin fee / account holder | $2,309 | $1,993+15.8% | $2,491-7.3% | $7,344-68.6% |