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 | $42,424 | $31,310+35.5% | $53,898-21.3% | $74,304-42.9% |
| Participation rate | 14.7% | 30.7%-15.9pp | 55.0%-40.2pp | 60.3%-45.6pp |
| Annual return | 20.20% | 23.16%-3.0pp | 528.60%-508.4pp | 29.43%-9.2pp |
| Employer contribution / active EE | $528 | $450+17.4% | $932-43.3% | $2,241-76.4% |
| Participant deferral / active EE | $1,165 | $934+24.7% | $1,826-36.2% | $3,767-69.1% |
| Admin fee / account holder | $4,009 | $2,175+84.3% | $2,491+60.9% | $2,969+35.0% |