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 | $43,154 | $29,660+45.5% | $56,411-23.5% | $80,856-46.6% |
| Participation rate | 21.6% | 41.6%-20.1pp | 52.5%-30.9pp | 67.6%-46.0pp |
| Annual return | 15.29% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $729 | $669+8.9% | $1,039-29.8% | $2,755-73.5% |
| Participant deferral / active EE | $1,663 | $1,226+35.6% | $1,952-14.8% | $4,296-61.3% |
| Admin fee / account holder | $637 | $2,428-73.8% | $2,829-77.5% | $6,918-90.8% |