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 | $37,115 | $29,660+25.1% | $56,411-34.2% | $80,856-54.1% |
| Participation rate | 32.5% | 41.6%-9.1pp | 52.5%-20.0pp | 67.6%-35.1pp |
| Annual return | 25.20% | 35.23%-10.0pp | 1701.33%-1676.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $823 | $669+22.9% | $1,039-20.8% | $2,755-70.1% |
| Participant deferral / active EE | $2,564 | $1,226+109.1% | $1,952+31.4% | $4,296-40.3% |
| Admin fee / account holder | $495 | $2,428-79.6% | $2,829-82.5% | $6,918-92.8% |