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 | $7,496 | $30,400-75.3% | $53,898-86.1% | $84,808-91.2% |
| Participation rate | 58.3% | 46.4%+11.9pp | 55.0%+3.4pp | 68.3%-10.0pp |
| Annual return | 25.12% | 500.19%-475.1pp | 528.60%-503.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $760 | $603+26.0% | $932-18.5% | $2,631-71.1% |
| Participant deferral / active EE | $3,139 | $1,199+161.8% | $1,826+71.9% | $4,212-25.5% |
| Admin fee / account holder | $2,789 | $1,993+39.9% | $2,491+12.0% | $7,344-62.0% |