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 5-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 | $40,862 | $29,660+37.8% | $56,411-27.6% | $80,856-49.5% |
| Participation rate | 27.3% | 41.6%-14.4pp | 52.5%-25.2pp | 67.6%-40.4pp |
| Annual return | 17.90% | 35.23%-17.3pp | 1701.33%-1683.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,452 | $669+116.9% | $1,039+39.8% | $2,755-47.3% |
| Participant deferral / active EE | $2,456 | $1,226+100.4% | $1,952+25.8% | $4,296-42.8% |
| Admin fee / account holder | $637 | $2,428-73.8% | $2,829-77.5% | $6,918-90.8% |