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 7-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 | $33,669 | $48,570-30.7% | $130,648-74.2% | $72,985-53.9% |
| Participation rate | 63.0% | 58.6%+4.4pp | 71.7%-8.8pp | 69.5%-6.5pp |
| Annual return | 22.90% | 38.63%-15.7pp | 1708.96%-1686.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,443 | $1,334+8.2% | $4,092-64.7% | $2,440-40.9% |
| Participant deferral / active EE | $1,537 | $2,384-35.5% | $3,603-57.3% | $3,607-57.4% |
| Admin fee / account holder | $504 | $3,549-85.8% | $5,464-90.8% | $5,124-90.2% |