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 | $42,951 | $30,400+41.3% | $53,898-20.3% | $84,808-49.4% |
| Participation rate | 51.9% | 46.4%+5.5pp | 55.0%-3.0pp | 68.3%-16.4pp |
| Annual return | 33.78% | 500.19%-466.4pp | 528.60%-494.8pp | 40.90%-7.1pp |
| Employer contribution / active EE | $1,045 | $603+73.3% | $932+12.1% | $2,631-60.3% |
| Participant deferral / active EE | $2,563 | $1,199+113.9% | $1,826+40.4% | $4,212-39.1% |
| Admin fee / account holder | $2,123 | $1,993+6.5% | $2,491-14.8% | $7,344-71.1% |