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 | $23,080 | $30,400-24.1% | $53,898-57.2% | $84,808-72.8% |
| Participation rate | 57.0% | 46.4%+10.5pp | 55.0%+2.0pp | 68.3%-11.3pp |
| Annual return | 18.81% | 500.19%-481.4pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,030 | $603+70.9% | $932+10.5% | $2,631-60.9% |
| Participant deferral / active EE | $1,976 | $1,199+64.9% | $1,826+8.2% | $4,212-53.1% |
| Admin fee / account holder | $693 | $1,993-65.2% | $2,491-72.2% | $7,344-90.6% |