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 | $45,790 | $30,588+49.7% | $53,898-15.0% | $85,563-46.5% |
| Participation rate | 11.8% | 26.3%-14.5pp | 55.0%-43.1pp | 66.0%-54.1pp |
| Annual return | 35.19% | 50.42%-15.2pp | 528.60%-493.4pp | 31.51%+3.7pp |
| Employer contribution / active EE | $466 | $436+7.0% | $932-50.0% | $2,654-82.4% |
| Participant deferral / active EE | $940 | $848+10.9% | $1,826-48.5% | $4,375-78.5% |
| Admin fee / account holder | $4,364 | $1,879+132.2% | $2,491+75.2% | $834+423.1% |