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 9-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 | $65,182 | $31,310+108.2% | $53,898+20.9% | $74,304-12.3% |
| Participation rate | 22.6% | 30.7%-8.1pp | 55.0%-32.4pp | 60.3%-37.8pp |
| Annual return | 17.35% | 23.16%-5.8pp | 528.60%-511.3pp | 29.43%-12.1pp |
| Employer contribution / active EE | $491 | $450+9.1% | $932-47.3% | $2,241-78.1% |
| Participant deferral / active EE | $1,044 | $934+11.8% | $1,826-42.8% | $3,767-72.3% |
| Admin fee / account holder | $2,250 | $2,175+3.4% | $2,491-9.7% | $2,969-24.2% |