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 6-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 | $51,056 | $29,660+72.1% | $56,411-9.5% | $80,856-36.9% |
| Participation rate | 18.6% | 41.6%-23.1pp | 52.5%-33.9pp | 67.6%-49.1pp |
| Annual return | 12.30% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $405 | $669-39.5% | $1,039-61.0% | $2,755-85.3% |
| Participant deferral / active EE | $1,242 | $1,226+1.3% | $1,952-36.4% | $4,296-71.1% |
| Admin fee / account holder | $2,182 | $2,428-10.1% | $2,829-22.9% | $6,918-68.5% |