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 | $42,100 | $30,400+38.5% | $53,898-21.9% | $84,808-50.4% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 20.78% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $487 | $603-19.2% | $932-47.8% | $2,631-81.5% |
| Participant deferral / active EE | $1,649 | $1,199+37.6% | $1,826-9.7% | $4,212-60.8% |
| Admin fee / account holder | $7,491 | $1,993+275.8% | $2,491+200.7% | $7,344+2.0% |