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 | $46,768 | $30,400+53.8% | $53,898-13.2% | $84,808-44.9% |
| Participation rate | 53.1% | 46.4%+6.6pp | 55.0%-1.9pp | 68.3%-15.2pp |
| Annual return | 15.95% | 500.19%-484.2pp | 528.60%-512.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,398 | $603+132.0% | $932+50.0% | $2,631-46.9% |
| Participant deferral / active EE | $2,428 | $1,199+102.5% | $1,826+32.9% | $4,212-42.4% |
| Admin fee / account holder | $3,374 | $1,993+69.2% | $2,491+35.4% | $7,344-54.1% |