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 8-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 | $83,230 | $29,660+180.6% | $56,411+47.5% | $80,856+2.9% |
| Participation rate | 30.8% | 41.6%-10.9pp | 52.5%-21.7pp | 67.6%-36.9pp |
| Annual return | 12.71% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $923 | $669+37.9% | $1,039-11.2% | $2,755-66.5% |
| Participant deferral / active EE | $3,976 | $1,226+224.3% | $1,952+103.7% | $4,296-7.5% |
| Admin fee / account holder | $303 | $2,428-87.5% | $2,829-89.3% | $6,918-95.6% |