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 3-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 | $9,191 | $30,400-69.8% | $53,898-82.9% | $84,808-89.2% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 26.44% | 500.19%-473.7pp | 528.60%-502.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $798 | $603+32.4% | $932-14.4% | $2,631-69.7% |
| Participant deferral / active EE | $966 | $1,199-19.4% | $1,826-47.1% | $4,212-77.1% |
| Admin fee / account holder | $449 | $1,993-77.5% | $2,491-82.0% | $7,344-93.9% |