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 | $40,672 | $30,400+33.8% | $53,898-24.5% | $84,808-52.0% |
| Participation rate | 14.9% | 46.4%-31.5pp | 55.0%-40.0pp | 68.3%-53.4pp |
| Annual return | 17.75% | 500.19%-482.4pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $411 | $603-31.8% | $932-55.9% | $2,631-84.4% |
| Participant deferral / active EE | $1,163 | $1,199-2.9% | $1,826-36.3% | $4,212-72.4% |
| Admin fee / account holder | $6,891 | $1,993+245.7% | $2,491+176.7% | $7,344-6.2% |