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 9-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 | $34,749 | $29,660+17.2% | $56,411-38.4% | $80,856-57.0% |
| Participation rate | 10.0% | 41.6%-31.6pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 13.59% | 35.23%-21.6pp | 1701.33%-1687.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $417 | $669-37.8% | $1,039-59.9% | $2,755-84.9% |
| Participant deferral / active EE | $1,064 | $1,226-13.2% | $1,952-45.5% | $4,296-75.2% |
| Admin fee / account holder | $528 | $2,428-78.2% | $2,829-81.3% | $6,918-92.4% |