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 | $47,802 | $30,400+57.2% | $53,898-11.3% | $84,808-43.6% |
| Participation rate | 42.9% | 46.4%-3.6pp | 55.0%-12.1pp | 68.3%-25.5pp |
| Annual return | 17.07% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,120 | $603+85.8% | $932+20.1% | $2,631-57.4% |
| Participant deferral / active EE | $2,260 | $1,199+88.6% | $1,826+23.8% | $4,212-46.3% |
| Admin fee / account holder | $388 | $1,993-80.6% | $2,491-84.4% | $7,344-94.7% |