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 | $3,746 | $30,400-87.7% | $53,898-93.1% | $84,808-95.6% |
| Participation rate | 64.3% | 46.4%+17.8pp | 55.0%+9.3pp | 68.3%-4.0pp |
| Annual return | 35.51% | 500.19%-464.7pp | 528.60%-493.1pp | 40.90%-5.4pp |
| Employer contribution / active EE | $601 | $603-0.2% | $932-35.5% | $2,631-77.1% |
| Participant deferral / active EE | $1,025 | $1,199-14.5% | $1,826-43.9% | $4,212-75.7% |
| Admin fee / account holder | $654 | $1,993-67.2% | $2,491-73.7% | $7,344-91.1% |