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 | $9,538 | $76,738-87.6% | $56,411-83.1% | $145,922-93.5% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 19.12% | 2994.23%-2975.1pp | 1701.33%-1682.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,184 | $1,380-14.2% | $1,039+14.0% | $4,660-74.6% |
| Participant deferral / active EE | $2,318 | $2,623-11.6% | $1,952+18.7% | $6,688-65.3% |
| Admin fee / account holder | $852 | $3,334-74.4% | $2,829-69.9% | $13,397-93.6% |