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 | $25,436 | $30,400-16.3% | $53,898-52.8% | $84,808-70.0% |
| Participation rate | 52.6% | 46.4%+6.2pp | 55.0%-2.3pp | 68.3%-15.7pp |
| Annual return | 21.45% | 500.19%-478.7pp | 528.60%-507.2pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,065 | $603+242.6% | $932+121.5% | $2,631-21.5% |
| Participant deferral / active EE | $3,618 | $1,199+201.8% | $1,826+98.1% | $4,212-14.1% |
| Admin fee / account holder | $1,006 | $1,993-49.6% | $2,491-59.6% | $7,344-86.3% |