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 | $8,717 | $30,400-71.3% | $53,898-83.8% | $84,808-89.7% |
| Participation rate | 54.3% | 46.4%+7.8pp | 55.0%-0.7pp | 68.3%-14.0pp |
| Annual return | 25.40% | 500.19%-474.8pp | 528.60%-503.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,982 | $1,199+65.4% | $1,826+8.5% | $4,212-52.9% |
| Admin fee / account holder | $423 | $1,993-78.8% | $2,491-83.0% | $7,344-94.2% |