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 | $34,702 | $29,660+17.0% | $56,411-38.5% | $80,856-57.1% |
| Participation rate | 23.3% | 41.6%-18.4pp | 52.5%-29.2pp | 67.6%-44.4pp |
| Annual return | 25.19% | 35.23%-10.0pp | 1701.33%-1676.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $806 | $669+20.4% | $1,039-22.4% | $2,755-70.8% |
| Participant deferral / active EE | $1,402 | $1,226+14.4% | $1,952-28.2% | $4,296-67.4% |
| Admin fee / account holder | $1,354 | $2,428-44.2% | $2,829-52.1% | $6,918-80.4% |