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 | $23,082 | $29,548-21.9% | $56,411-59.1% | $77,643-70.3% |
| Participation rate | 20.3% | 32.7%-12.4pp | 52.5%-32.2pp | 70.6%-50.3pp |
| Annual return | 35.62% | 19.01%+16.6pp | 1701.33%-1665.7pp | 31.24%+4.4pp |
| Employer contribution / active EE | $578 | $568+1.8% | $1,039-44.4% | $2,726-78.8% |
| Participant deferral / active EE | $1,239 | $1,061+16.8% | $1,952-36.5% | $4,647-73.3% |
| Admin fee / account holder | $441 | $1,046-57.8% | $2,829-84.4% | $430+2.6% |