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 | $28,917 | $30,400-4.9% | $53,898-46.3% | $84,808-65.9% |
| Participation rate | 28.1% | 46.4%-18.3pp | 55.0%-26.8pp | 68.3%-40.2pp |
| Annual return | 22.60% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,061 | $603+76.0% | $932+13.8% | $2,631-59.7% |
| Participant deferral / active EE | $1,799 | $1,199+50.1% | $1,826-1.5% | $4,212-57.3% |
| Admin fee / account holder | $3,319 | $1,993+66.5% | $2,491+33.2% | $7,344-54.8% |