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 | $58,682 | $30,400+93.0% | $53,898+8.9% | $84,808-30.8% |
| Participation rate | 12.9% | 46.4%-33.6pp | 55.0%-42.1pp | 68.3%-55.5pp |
| Annual return | 16.35% | 500.19%-483.8pp | 528.60%-512.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $319 | $603-47.0% | $932-65.7% | $2,631-87.9% |
| Participant deferral / active EE | $1,360 | $1,199+13.5% | $1,826-25.5% | $4,212-67.7% |
| Admin fee / account holder | $1,001 | $1,993-49.8% | $2,491-59.8% | $7,344-86.4% |