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 8-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 | $153,362 | $70,606+117.2% | $53,898+184.5% | $142,382+7.7% |
| Participation rate | 22.7% | 63.7%-41.0pp | 55.0%-32.2pp | 80.1%-57.4pp |
| Annual return | 14.98% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $525 | $1,202-56.3% | $932-43.7% | $4,299-87.8% |
| Participant deferral / active EE | $2,617 | $2,364+10.7% | $1,826+43.3% | $6,507-59.8% |
| Admin fee / account holder | $2,914 | $2,852+2.2% | $2,491+17.0% | $12,624-76.9% |