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 9-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 | $66,011 | $30,400+117.1% | $53,898+22.5% | $84,808-22.2% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 16.06% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $818 | $603+35.7% | $932-12.3% | $2,631-68.9% |
| Participant deferral / active EE | $2,204 | $1,199+83.9% | $1,826+20.7% | $4,212-47.7% |
| Admin fee / account holder | $1,953 | $1,993-2.0% | $2,491-21.6% | $7,344-73.4% |