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 | $25,961 | $58,694-55.8% | $142,863-81.8% | $85,850-69.8% |
| Participation rate | 59.0% | 58.5%+0.5pp | 71.9%-13.0pp | 69.3%-10.3pp |
| Annual return | 16.43% | 27.72%-11.3pp | 5637.54%-5621.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,940 | $1,423+36.3% | $4,144-53.2% | $2,565-24.4% |
| Participant deferral / active EE | $4,750 | $2,607+82.2% | $3,837+23.8% | $3,952+20.2% |
| Admin fee / account holder | $705 | $4,239-83.4% | $6,560-89.3% | $6,260-88.7% |