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 8-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 | $54,573 | $30,400+79.5% | $53,898+1.3% | $84,808-35.7% |
| Participation rate | 37.0% | 46.4%-9.5pp | 55.0%-18.0pp | 68.3%-31.3pp |
| Annual return | 23.00% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $758 | $603+25.7% | $932-18.7% | $2,631-71.2% |
| Participant deferral / active EE | $1,535 | $1,199+28.0% | $1,826-16.0% | $4,212-63.6% |
| Admin fee / account holder | $5,873 | $1,993+194.6% | $2,491+135.8% | $7,344-20.0% |