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 | $115,755 | $30,400+280.8% | $53,898+114.8% | $84,808+36.5% |
| Participation rate | 23.1% | 46.4%-23.4pp | 55.0%-31.9pp | 68.3%-45.2pp |
| Annual return | 21.71% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $611 | $603+1.4% | $932-34.4% | $2,631-76.8% |
| Participant deferral / active EE | $1,936 | $1,199+61.5% | $1,826+6.0% | $4,212-54.0% |
| Admin fee / account holder | $1,846 | $1,993-7.4% | $2,491-25.9% | $7,344-74.9% |