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 | $55,412 | $29,660+86.8% | $56,411-1.8% | $80,856-31.5% |
| Participation rate | 38.6% | 41.6%-3.1pp | 52.5%-13.9pp | 67.6%-29.0pp |
| Annual return | 13.18% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,053 | $669+57.3% | $1,039+1.4% | $2,755-61.8% |
| Participant deferral / active EE | $2,673 | $1,226+118.0% | $1,952+36.9% | $4,296-37.8% |
| Admin fee / account holder | $798 | $2,428-67.1% | $2,829-71.8% | $6,918-88.5% |