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 6-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 | $27,442 | $30,400-9.7% | $53,898-49.1% | $84,808-67.6% |
| Participation rate | 21.1% | 46.4%-25.4pp | 55.0%-33.9pp | 68.3%-47.3pp |
| Annual return | 17.87% | 500.19%-482.3pp | 528.60%-510.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $693 | $603+15.0% | $932-25.6% | $2,631-73.7% |
| Participant deferral / active EE | $1,069 | $1,199-10.8% | $1,826-41.5% | $4,212-74.6% |
| Admin fee / account holder | $3,947 | $1,993+98.0% | $2,491+58.5% | $7,344-46.3% |