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 | $33,428 | $30,400+10.0% | $53,898-38.0% | $84,808-60.6% |
| Participation rate | 24.4% | 46.4%-22.1pp | 55.0%-30.6pp | 68.3%-43.9pp |
| Annual return | 15.73% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $591 | $603-2.0% | $932-36.6% | $2,631-77.5% |
| Participant deferral / active EE | $627 | $1,199-47.6% | $1,826-65.6% | $4,212-85.1% |
| Admin fee / account holder | $707 | $1,993-64.5% | $2,491-71.6% | $7,344-90.4% |