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 | $32,886 | $29,660+10.9% | $56,411-41.7% | $80,856-59.3% |
| Participation rate | 27.0% | 41.6%-14.6pp | 52.5%-25.4pp | 67.6%-40.6pp |
| Annual return | 19.71% | 35.23%-15.5pp | 1701.33%-1681.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $545 | $669-18.5% | $1,039-47.5% | $2,755-80.2% |
| Participant deferral / active EE | $1,359 | $1,226+10.9% | $1,952-30.4% | $4,296-68.4% |
| Admin fee / account holder | $1,247 | $2,428-48.6% | $2,829-55.9% | $6,918-82.0% |