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 | $27,746 | $27,915-0.6% | $58,482-52.6% | $75,163-63.1% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 23.42% | 44.20%-20.8pp | 4239.32%-4215.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,594 | $669+138.3% | $1,053+51.4% | $2,670-40.3% |
| Participant deferral / active EE | $2,048 | $1,201+70.5% | $1,924+6.4% | $4,125-50.4% |
| Admin fee / account holder | $1,322 | $1,726-23.4% | $2,516-47.5% | $5,651-76.6% |