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 | $143,375 | $30,400+371.6% | $53,898+166.0% | $84,808+69.1% |
| Participation rate | 37.8% | 46.4%-8.7pp | 55.0%-17.2pp | 68.3%-30.5pp |
| Annual return | 14.96% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,173 | $603+94.7% | $932+25.9% | $2,631-55.4% |
| Participant deferral / active EE | $2,836 | $1,199+136.6% | $1,826+55.3% | $4,212-32.7% |
| Admin fee / account holder | $5,220 | $1,993+161.9% | $2,491+109.6% | $7,344-28.9% |