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 | $63,953 | $30,400+110.4% | $53,898+18.7% | $84,808-24.6% |
| Participation rate | 11.6% | 46.4%-34.8pp | 55.0%-43.3pp | 68.3%-56.7pp |
| Annual return | 22.51% | 500.19%-477.7pp | 528.60%-506.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $196 | $603-67.4% | $932-78.9% | $2,631-92.5% |
| Participant deferral / active EE | $1,020 | $1,199-14.9% | $1,826-44.1% | $4,212-75.8% |
| Admin fee / account holder | $1,315 | $1,993-34.1% | $2,491-47.2% | $7,344-82.1% |