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 | $32,188 | $30,400+5.9% | $53,898-40.3% | $84,808-62.0% |
| Participation rate | 46.2% | 46.4%-0.3pp | 55.0%-8.8pp | 68.3%-22.2pp |
| Annual return | 14.48% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $751 | $603+24.6% | $932-19.4% | $2,631-71.5% |
| Participant deferral / active EE | $1,431 | $1,199+19.4% | $1,826-21.6% | $4,212-66.0% |
| Admin fee / account holder | $4,511 | $1,993+126.3% | $2,491+81.1% | $7,344-38.6% |