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 | $6,086 | $70,606-91.4% | $53,898-88.7% | $142,382-95.7% |
| Participation rate | 68.4% | 63.7%+4.7pp | 55.0%+13.5pp | 80.1%-11.7pp |
| Annual return | 21.00% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $708 | $1,202-41.1% | $932-24.1% | $4,299-83.5% |
| Participant deferral / active EE | $906 | $2,364-61.7% | $1,826-50.4% | $6,507-86.1% |
| Admin fee / account holder | $1,242 | $2,852-56.4% | $2,491-50.1% | $12,624-90.2% |