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 7-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 | $34,091 | $65,409-47.9% | $98,442-65.4% | $85,850-60.3% |
| Participation rate | 61.4% | 65.0%-3.6pp | 73.3%-11.9pp | 69.3%-7.9pp |
| Annual return | 19.47% | 21.76%-2.3pp | 1492.73%-1473.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,079 | $2,168-4.1% | $2,960-29.8% | $2,565-18.9% |
| Participant deferral / active EE | $4,310 | $3,166+36.1% | $4,276+0.8% | $3,952+9.1% |
| Admin fee / account holder | $374 | $4,593-91.9% | $5,949-93.7% | $6,260-94.0% |