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 | $43,241 | $90,348-52.1% | $75,972-43.1% | $145,922-70.4% |
| Participation rate | 64.7% | 74.5%-9.7pp | 69.1%-4.3pp | 80.3%-15.6pp |
| Annual return | 11.43% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $618 | $3,311-81.3% | $2,685-77.0% | $4,660-86.7% |
| Participant deferral / active EE | $1,144 | $5,162-77.8% | $4,255-73.1% | $6,688-82.9% |
| Admin fee / account holder | $377 | $8,467-95.5% | $6,467-94.2% | $13,397-97.2% |