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 | $42,376 | $30,400+39.4% | $53,898-21.4% | $84,808-50.0% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 15.40% | 500.19%-484.8pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $578 | $603-4.1% | $932-38.0% | $2,631-78.0% |
| Participant deferral / active EE | $1,692 | $1,199+41.2% | $1,826-7.4% | $4,212-59.8% |
| Admin fee / account holder | $1,518 | $1,993-23.9% | $2,491-39.1% | $7,344-79.3% |