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 9-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 | $31,911 | $70,606-54.8% | $53,898-40.8% | $142,382-77.6% |
| Participation rate | 65.2% | 63.7%+1.5pp | 55.0%+10.3pp | 80.1%-14.9pp |
| Annual return | 15.40% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,976 | $2,364+25.9% | $1,826+62.9% | $6,507-54.3% |
| Admin fee / account holder | $3,489 | $2,852+22.3% | $2,491+40.1% | $12,624-72.4% |