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 | $61,251 | $81,625-25.0% | $58,482+4.7% | $139,434-56.1% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.1pp |
| Annual return | 15.28% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,859 | $1,398+104.5% | $1,053+171.5% | $4,751-39.8% |
| Participant deferral / active EE | $6,049 | $2,557+136.6% | $1,924+214.4% | $6,710-9.9% |
| Admin fee / account holder | $642 | $3,265-80.3% | $2,516-74.5% | $11,403-94.4% |