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 5-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 | $14,143 | $30,400-53.5% | $53,898-73.8% | $84,808-83.3% |
| Participation rate | 68.0% | 46.4%+21.6pp | 55.0%+13.0pp | 68.3%-0.3pp |
| Annual return | 20.68% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $204 | $603-66.1% | $932-78.1% | $2,631-92.2% |
| Participant deferral / active EE | $1,138 | $1,199-5.1% | $1,826-37.7% | $4,212-73.0% |
| Admin fee / account holder | $2,321 | $1,993+16.5% | $2,491-6.8% | $7,344-68.4% |