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 | $23,430 | $30,400-22.9% | $53,898-56.5% | $84,808-72.4% |
| Participation rate | 30.2% | 46.4%-16.3pp | 55.0%-24.8pp | 68.3%-38.1pp |
| Annual return | 26.87% | 500.19%-473.3pp | 528.60%-501.7pp | 40.90%-14.0pp |
| Employer contribution / active EE | $669 | $603+11.0% | $932-28.2% | $2,631-74.6% |
| Participant deferral / active EE | $2,124 | $1,199+77.2% | $1,826+16.3% | $4,212-49.6% |
| Admin fee / account holder | $462 | $1,993-76.8% | $2,491-81.5% | $7,344-93.7% |