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 8-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 | $31,991 | $107,334-70.2% | $92,893-65.6% | $152,861-79.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 20.65% | 145.58%-124.9pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $901 | $4,221-78.7% | $3,653-75.3% | $4,762-81.1% |
| Participant deferral / active EE | $6,220 | $4,845+28.4% | $4,236+46.8% | $5,850+6.3% |
| Admin fee / account holder | $481 | $7,079-93.2% | $5,794-91.7% | $11,596-95.9% |