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 | $30,624 | $29,660+3.3% | $56,411-45.7% | $80,856-62.1% |
| Participation rate | 28.0% | 41.6%-13.6pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 12.91% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $791 | $669+18.1% | $1,039-23.9% | $2,755-71.3% |
| Participant deferral / active EE | $1,488 | $1,226+21.4% | $1,952-23.8% | $4,296-65.4% |
| Admin fee / account holder | $5,871 | $2,428+141.8% | $2,829+107.5% | $6,918-15.1% |