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 | $9,324 | $96,635-90.4% | $86,612-89.2% | $139,434-93.3% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 24.62% | 106.41%-81.8pp | 591.07%-566.5pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,217 | $3,263-62.7% | $3,022-59.7% | $4,751-74.4% |
| Participant deferral / active EE | $2,444 | $4,836-49.5% | $4,438-44.9% | $6,710-63.6% |
| Admin fee / account holder | $987 | $6,408-84.6% | $5,614-82.4% | $11,403-91.3% |