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 8-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 | $26,370 | $30,400-13.3% | $53,898-51.1% | $84,808-68.9% |
| Participation rate | 53.0% | 46.4%+6.6pp | 55.0%-1.9pp | 68.3%-15.3pp |
| Annual return | 19.91% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $772 | $603+28.1% | $932-17.1% | $2,631-70.6% |
| Participant deferral / active EE | $2,603 | $1,199+117.2% | $1,826+42.5% | $4,212-38.2% |
| Admin fee / account holder | $1,074 | $1,993-46.1% | $2,491-56.9% | $7,344-85.4% |