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 | $22,221 | $70,606-68.5% | $53,898-58.8% | $142,382-84.4% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | 23.23% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,023 | $1,202-14.9% | $932+9.8% | $4,299-76.2% |
| Participant deferral / active EE | $1,890 | $2,364-20.0% | $1,826+3.5% | $6,507-71.0% |
| Admin fee / account holder | $490 | $2,852-82.8% | $2,491-80.3% | $12,624-96.1% |