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 | $28,837 | $30,400-5.1% | $53,898-46.5% | $84,808-66.0% |
| Participation rate | 55.3% | 46.4%+8.9pp | 55.0%+0.4pp | 68.3%-13.0pp |
| Annual return | 16.90% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,248 | $603+107.1% | $932+33.9% | $2,631-52.6% |
| Participant deferral / active EE | $2,667 | $1,199+122.5% | $1,826+46.0% | $4,212-36.7% |
| Admin fee / account holder | $2,488 | $1,993+24.8% | $2,491-0.1% | $7,344-66.1% |