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 | $4,562 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 68.8% | 63.7%+5.0pp | 55.0%+13.8pp | 80.1%-11.4pp |
| Annual return | 26.44% | 619.81%-593.4pp | 528.60%-502.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $518 | $1,202-56.9% | $932-44.4% | $4,299-87.9% |
| Participant deferral / active EE | $1,333 | $2,364-43.6% | $1,826-27.0% | $6,507-79.5% |
| Admin fee / account holder | $309 | $2,852-89.2% | $2,491-87.6% | $12,624-97.6% |