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 | $29,559 | $30,400-2.8% | $53,898-45.2% | $84,808-65.1% |
| Participation rate | 36.8% | 46.4%-9.6pp | 55.0%-18.1pp | 68.3%-31.5pp |
| Annual return | 14.76% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $743 | $603+23.3% | $932-20.3% | $2,631-71.8% |
| Participant deferral / active EE | $1,815 | $1,199+51.4% | $1,826-0.6% | $4,212-56.9% |
| Admin fee / account holder | $6,013 | $1,993+201.6% | $2,491+141.4% | $7,344-18.1% |