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 6-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 | $41,453 | $70,606-41.3% | $53,898-23.1% | $142,382-70.9% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 12.90% | 619.81%-606.9pp | 528.60%-515.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,414 | $1,202+100.8% | $932+159.0% | $4,299-43.9% |
| Participant deferral / active EE | $4,138 | $2,364+75.0% | $1,826+126.6% | $6,507-36.4% |
| Admin fee / account holder | $2,887 | $2,852+1.2% | $2,491+15.9% | $12,624-77.1% |