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 | $17,734 | $52,279-66.1% | $89,391-80.2% | $79,858-77.8% |
| Participation rate | 45.2% | 57.5%-12.4pp | 68.0%-22.8pp | 69.6%-24.5pp |
| Annual return | 34.04% | 22.16%+11.9pp | 245.62%-211.6pp | 31.71%+2.3pp |
| Employer contribution / active EE | $2,150 | $1,572+36.8% | $2,586-16.8% | $2,471-13.0% |
| Participant deferral / active EE | $4,762 | $2,740+73.8% | $3,890+22.4% | $3,740+27.3% |
| Admin fee / account holder | $5,299 | $3,356+57.9% | $4,881+8.5% | $5,306-0.1% |