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 | $7,621 | $29,660-74.3% | $56,411-86.5% | $80,856-90.6% |
| Participation rate | 45.8% | 41.6%+4.2pp | 52.5%-6.6pp | 67.6%-21.8pp |
| Annual return | 21.89% | 35.23%-13.3pp | 1701.33%-1679.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $990 | $669+47.9% | $1,039-4.7% | $2,755-64.1% |
| Participant deferral / active EE | $1,384 | $1,226+12.9% | $1,952-29.1% | $4,296-67.8% |
| Admin fee / account holder | $697 | $2,428-71.3% | $2,829-75.3% | $6,918-89.9% |