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 | $6,059 | $70,606-91.4% | $53,898-88.8% | $142,382-95.7% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 17.70% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,105 | $1,202-8.0% | $932+18.6% | $4,299-74.3% |
| Participant deferral / active EE | $1,529 | $2,364-35.3% | $1,826-16.3% | $6,507-76.5% |
| Admin fee / account holder | $2,446 | $2,852-14.2% | $2,491-1.8% | $12,624-80.6% |