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 | $55,293 | $30,400+81.9% | $53,898+2.6% | $84,808-34.8% |
| Participation rate | 9.2% | 46.4%-37.2pp | 55.0%-45.7pp | 68.3%-59.1pp |
| Annual return | 16.57% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $745 | $603+23.6% | $932-20.1% | $2,631-71.7% |
| Participant deferral / active EE | $1,197 | $1,199-0.2% | $1,826-34.5% | $4,212-71.6% |
| Admin fee / account holder | $1,646 | $1,993-17.4% | $2,491-33.9% | $7,344-77.6% |