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 8-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 | $12,349 | $30,400-59.4% | $53,898-77.1% | $84,808-85.4% |
| Participation rate | 47.5% | 46.4%+1.1pp | 55.0%-7.5pp | 68.3%-20.8pp |
| Annual return | 18.30% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $520 | $603-13.8% | $932-44.3% | $2,631-80.3% |
| Participant deferral / active EE | $1,299 | $1,199+8.4% | $1,826-28.9% | $4,212-69.2% |
| Admin fee / account holder | $949 | $1,993-52.4% | $2,491-61.9% | $7,344-87.1% |