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 4-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 | $15,391 | $30,400-49.4% | $53,898-71.4% | $84,808-81.9% |
| Participation rate | 52.9% | 46.4%+6.5pp | 55.0%-2.0pp | 68.3%-15.4pp |
| Annual return | 19.54% | 500.19%-480.6pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $696 | $603+15.5% | $932-25.3% | $2,631-73.5% |
| Participant deferral / active EE | $1,113 | $1,199-7.2% | $1,826-39.1% | $4,212-73.6% |
| Admin fee / account holder | $426 | $1,993-78.6% | $2,491-82.9% | $7,344-94.2% |