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 | $5,616 | $30,400-81.5% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 59.0% | 46.4%+12.5pp | 55.0%+4.0pp | 68.3%-9.3pp |
| Annual return | 24.44% | 500.19%-475.7pp | 528.60%-504.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $888 | $603+47.4% | $932-4.7% | $2,631-66.2% |
| Participant deferral / active EE | $2,171 | $1,199+81.2% | $1,826+18.9% | $4,212-48.4% |
| Admin fee / account holder | $388 | $1,993-80.5% | $2,491-84.4% | $7,344-94.7% |