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 10-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 | $44,870 | $34,308+30.8% | $74,701-39.9% | $72,985-38.5% |
| Participation rate | 49.2% | 42.4%+6.8pp | 54.5%-5.3pp | 69.5%-20.3pp |
| Annual return | 22.75% | 26.58%-3.8pp | 752.92%-730.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $748 | $692+8.1% | $1,084-31.0% | $2,440-69.3% |
| Participant deferral / active EE | $1,789 | $1,271+40.8% | $1,964-8.9% | $3,607-50.4% |
| Admin fee / account holder | $563 | $2,124-73.5% | $3,333-83.1% | $5,124-89.0% |