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 | $50,476 | $30,400+66.0% | $53,898-6.3% | $84,808-40.5% |
| Participation rate | 29.2% | 46.4%-17.2pp | 55.0%-25.7pp | 68.3%-39.1pp |
| Annual return | 26.83% | 500.19%-473.4pp | 528.60%-501.8pp | 40.90%-14.1pp |
| Employer contribution / active EE | $673 | $603+11.7% | $932-27.8% | $2,631-74.4% |
| Participant deferral / active EE | $1,002 | $1,199-16.4% | $1,826-45.1% | $4,212-76.2% |
| Admin fee / account holder | $2,107 | $1,993+5.7% | $2,491-15.4% | $7,344-71.3% |