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 | $30,748 | $30,400+1.1% | $53,898-43.0% | $84,808-63.7% |
| Participation rate | 51.7% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.6pp |
| Annual return | 17.84% | 500.19%-482.3pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,321 | $603+119.1% | $932+41.7% | $2,631-49.8% |
| Participant deferral / active EE | $2,319 | $1,199+93.5% | $1,826+27.0% | $4,212-44.9% |
| Admin fee / account holder | $2,590 | $1,993+29.9% | $2,491+4.0% | $7,344-64.7% |