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 7-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 | $37,356 | $59,417-37.1% | $93,606-60.1% | $74,495-49.9% |
| Participation rate | 67.6% | 59.7%+7.9pp | 68.7%-1.1pp | 67.2%+0.4pp |
| Annual return | 19.50% | 81.83%-62.3pp | 133.20%-113.7pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $2,218 | $1,264+75.5% | $2,420-8.4% | $2,623-15.5% |
| Participant deferral / active EE | $3,867 | $3,050+26.8% | $4,411-12.3% | $4,346-11.0% |
| Admin fee / account holder | $856 | $3,021-71.7% | $8,285-89.7% | $1,942-55.9% |