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 5-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 | $37,721 | $27,915+35.1% | $58,482-35.5% | $75,163-49.8% |
| Participation rate | 11.5% | 38.8%-27.3pp | 50.9%-39.3pp | 67.2%-55.7pp |
| Annual return | 20.71% | 44.20%-23.5pp | 4239.32%-4218.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $306 | $669-54.2% | $1,053-70.9% | $2,670-88.5% |
| Participant deferral / active EE | $1,282 | $1,201+6.7% | $1,924-33.4% | $4,125-68.9% |
| Admin fee / account holder | $2,944 | $1,726+70.6% | $2,516+17.0% | $5,651-47.9% |