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 7-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 | $28,606 | $30,400-5.9% | $53,898-46.9% | $84,808-66.3% |
| Participation rate | 42.2% | 46.4%-4.3pp | 55.0%-12.8pp | 68.3%-26.1pp |
| Annual return | 20.52% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $602 | $603-0.1% | $932-35.4% | $2,631-77.1% |
| Participant deferral / active EE | $1,727 | $1,199+44.1% | $1,826-5.4% | $4,212-59.0% |
| Admin fee / account holder | $2,138 | $1,993+7.3% | $2,491-14.2% | $7,344-70.9% |