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 | $48,481 | $29,660+63.5% | $56,411-14.1% | $80,856-40.0% |
| Participation rate | 15.1% | 41.6%-26.6pp | 52.5%-37.4pp | 67.6%-52.6pp |
| Annual return | 12.06% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $299 | $669-55.3% | $1,039-71.2% | $2,755-89.1% |
| Participant deferral / active EE | $387 | $1,226-68.4% | $1,952-80.2% | $4,296-91.0% |
| Admin fee / account holder | $2,546 | $2,428+4.9% | $2,829-10.0% | $6,918-63.2% |