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 | $33,737 | $27,915+20.9% | $58,482-42.3% | $75,163-55.1% |
| Participation rate | 42.4% | 38.8%+3.6pp | 50.9%-8.4pp | 67.2%-24.8pp |
| Annual return | 15.29% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $816 | $669+21.9% | $1,053-22.5% | $2,670-69.4% |
| Participant deferral / active EE | $2,009 | $1,201+67.3% | $1,924+4.4% | $4,125-51.3% |
| Admin fee / account holder | $1,314 | $1,726-23.9% | $2,516-47.8% | $5,651-76.8% |