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 | $47,535 | $29,660+60.3% | $56,411-15.7% | $80,856-41.2% |
| Participation rate | 15.2% | 41.6%-26.4pp | 52.5%-37.2pp | 67.6%-52.4pp |
| Annual return | 11.21% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $529 | $669-21.0% | $1,039-49.1% | $2,755-80.8% |
| Participant deferral / active EE | $801 | $1,226-34.6% | $1,952-58.9% | $4,296-81.3% |
| Admin fee / account holder | $4,382 | $2,428+80.5% | $2,829+54.9% | $6,918-36.7% |