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 5-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 | $52,314 | $30,400+72.1% | $53,898-2.9% | $84,808-38.3% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 23.08% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,281 | $603+112.6% | $932+37.5% | $2,631-51.3% |
| Participant deferral / active EE | $2,214 | $1,199+84.7% | $1,826+21.2% | $4,212-47.4% |
| Admin fee / account holder | $1,070 | $1,993-46.3% | $2,491-57.0% | $7,344-85.4% |