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 6-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 | $11,477 | $30,400-62.2% | $53,898-78.7% | $84,808-86.5% |
| Participation rate | 53.3% | 46.4%+6.9pp | 55.0%-1.6pp | 68.3%-15.0pp |
| Annual return | 17.05% | 500.19%-483.1pp | 528.60%-511.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $294 | $603-51.2% | $932-68.4% | $2,631-88.8% |
| Participant deferral / active EE | $637 | $1,199-46.8% | $1,826-65.1% | $4,212-84.9% |
| Admin fee / account holder | $698 | $1,993-65.0% | $2,491-72.0% | $7,344-90.5% |