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 | $17,167 | $30,400-43.5% | $53,898-68.1% | $84,808-79.8% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 23.56% | 500.19%-476.6pp | 528.60%-505.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $389 | $603-35.5% | $932-58.3% | $2,631-85.2% |
| Participant deferral / active EE | $1,086 | $1,199-9.4% | $1,826-40.5% | $4,212-74.2% |
| Admin fee / account holder | $972 | $1,993-51.3% | $2,491-61.0% | $7,344-86.8% |