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 | $41,184 | $29,548+39.4% | $56,411-27.0% | $77,643-47.0% |
| Participation rate | 16.2% | 32.7%-16.5pp | 52.5%-36.3pp | 70.6%-54.4pp |
| Annual return | 13.20% | 19.01%-5.8pp | 1701.33%-1688.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $371 | $568-34.6% | $1,039-64.2% | $2,726-86.4% |
| Participant deferral / active EE | $587 | $1,061-44.6% | $1,952-69.9% | $4,647-87.4% |
| Admin fee / account holder | $1,401 | $1,046+33.9% | $2,829-50.5% | $430+225.6% |