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 | $45,757 | $30,400+50.5% | $53,898-15.1% | $84,808-46.0% |
| Participation rate | 28.8% | 46.4%-17.7pp | 55.0%-26.2pp | 68.3%-39.5pp |
| Annual return | 23.00% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $909 | $603+50.8% | $932-2.5% | $2,631-65.5% |
| Participant deferral / active EE | $1,410 | $1,199+17.6% | $1,826-22.8% | $4,212-66.5% |
| Admin fee / account holder | $440 | $1,993-77.9% | $2,491-82.3% | $7,344-94.0% |