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 7-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 | $59,249 | $30,588+93.7% | $53,898+9.9% | $85,563-30.8% |
| Participation rate | 24.2% | 26.3%-2.1pp | 55.0%-30.7pp | 66.0%-41.7pp |
| Annual return | 23.84% | 50.42%-26.6pp | 528.60%-504.8pp | 31.51%-7.7pp |
| Employer contribution / active EE | $1,186 | $436+172.1% | $932+27.3% | $2,654-55.3% |
| Participant deferral / active EE | $2,431 | $848+186.7% | $1,826+33.1% | $4,375-44.4% |
| Admin fee / account holder | $3,833 | $1,879+104.0% | $2,491+53.9% | $834+359.5% |