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 4-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 | $12,682 | $70,606-82.0% | $53,898-76.5% | $142,382-91.1% |
| Participation rate | 65.2% | 63.7%+1.5pp | 55.0%+10.3pp | 80.1%-14.9pp |
| Annual return | 21.14% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $902 | $1,202-24.9% | $932-3.2% | $4,299-79.0% |
| Participant deferral / active EE | $2,028 | $2,364-14.2% | $1,826+11.0% | $6,507-68.8% |
| Admin fee / account holder | $1,870 | $2,852-34.4% | $2,491-24.9% | $12,624-85.2% |