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 | $33,472 | $30,400+10.1% | $53,898-37.9% | $84,808-60.5% |
| Participation rate | 30.8% | 46.4%-15.7pp | 55.0%-24.2pp | 68.3%-37.5pp |
| Annual return | 19.79% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $334 | $603-44.7% | $932-64.2% | $2,631-87.3% |
| Participant deferral / active EE | $1,488 | $1,199+24.2% | $1,826-18.5% | $4,212-64.7% |
| Admin fee / account holder | $1,668 | $1,993-16.3% | $2,491-33.0% | $7,344-77.3% |