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 | $44,606 | $30,400+46.7% | $53,898-17.2% | $84,808-47.4% |
| Participation rate | 22.2% | 46.4%-24.2pp | 55.0%-32.7pp | 68.3%-46.1pp |
| Annual return | 22.73% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $624 | $603+3.5% | $932-33.1% | $2,631-76.3% |
| Participant deferral / active EE | $2,737 | $1,199+128.4% | $1,826+49.9% | $4,212-35.0% |
| Admin fee / account holder | $484 | $1,993-75.7% | $2,491-80.6% | $7,344-93.4% |