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 10-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 | $32,369 | $31,310+3.4% | $53,898-39.9% | $74,304-56.4% |
| Participation rate | 12.6% | 30.7%-18.1pp | 55.0%-42.4pp | 60.3%-47.8pp |
| Annual return | 14.38% | 23.16%-8.8pp | 528.60%-514.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $188 | $450-58.1% | $932-79.8% | $2,241-91.6% |
| Participant deferral / active EE | $332 | $934-64.4% | $1,826-81.8% | $3,767-91.2% |
| Admin fee / account holder | $1,652 | $2,175-24.1% | $2,491-33.7% | $2,969-44.3% |