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 | $30,565 | $48,046-36.4% | $84,611-63.9% | $72,985-58.1% |
| Participation rate | 11.7% | 57.6%-45.9pp | 68.2%-56.5pp | 69.5%-57.8pp |
| Annual return | 75.23% | 37.38%+37.8pp | 258.74%-183.5pp | 81.00%-5.8pp |
| Employer contribution / active EE | $389 | $1,602-75.7% | $2,652-85.3% | $2,440-84.0% |
| Participant deferral / active EE | $872 | $2,680-67.5% | $3,899-77.6% | $3,607-75.8% |
| Admin fee / account holder | $361 | $3,395-89.4% | $4,912-92.6% | $5,124-92.9% |