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 10-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 | $30,467 | $29,660+2.7% | $56,411-46.0% | $80,856-62.3% |
| Participation rate | 49.4% | 41.6%+7.7pp | 52.5%-3.1pp | 67.6%-18.3pp |
| Annual return | 13.36% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $407 | $669-39.3% | $1,039-60.9% | $2,755-85.2% |
| Participant deferral / active EE | $2,473 | $1,226+101.7% | $1,952+26.7% | $4,296-42.4% |
| Admin fee / account holder | $2,432 | $2,428+0.2% | $2,829-14.0% | $6,918-64.8% |