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 | $5,081 | $30,400-83.3% | $53,898-90.6% | $84,808-94.0% |
| Participation rate | 52.6% | 46.4%+6.2pp | 55.0%-2.3pp | 68.3%-15.7pp |
| Annual return | 21.62% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $415 | $603-31.1% | $932-55.5% | $2,631-84.2% |
| Participant deferral / active EE | $643 | $1,199-46.3% | $1,826-64.8% | $4,212-84.7% |
| Admin fee / account holder | $837 | $1,993-58.0% | $2,491-66.4% | $7,344-88.6% |