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 8-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 | $14,957 | $34,308-56.4% | $74,701-80.0% | $72,985-79.5% |
| Participation rate | 67.4% | 42.4%+25.0pp | 54.5%+13.0pp | 69.5%-2.0pp |
| Annual return | 33.25% | 26.58%+6.7pp | 752.92%-719.7pp | 81.00%-47.8pp |
| Employer contribution / active EE | $827 | $692+19.6% | $1,084-23.6% | $2,440-66.1% |
| Participant deferral / active EE | $1,480 | $1,271+16.4% | $1,964-24.6% | $3,607-59.0% |
| Admin fee / account holder | $399 | $2,124-81.2% | $3,333-88.0% | $5,124-92.2% |