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 6-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 | $203,289 | $70,756+187.3% | $65,493+210.4% | $142,382+42.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 19.00% | 1754.89%-1735.9pp | 982.45%-963.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,959 | $2,881-32.0% | $2,574-23.9% | $4,299-54.4% |
| Participant deferral / active EE | $11,748 | $4,637+153.3% | $3,961+196.6% | $6,507+80.5% |
| Admin fee / account holder | $909 | $6,559-86.1% | $5,028-81.9% | $12,624-92.8% |