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 | $27,675 | $76,738-63.9% | $56,411-50.9% | $145,922-81.0% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.8pp | 80.3%-15.1pp |
| Annual return | 26.26% | 2994.23%-2968.0pp | 1701.33%-1675.1pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,466 | $1,380+6.2% | $1,039+41.1% | $4,660-68.5% |
| Participant deferral / active EE | $3,734 | $2,623+42.4% | $1,952+91.3% | $6,688-44.2% |
| Admin fee / account holder | $3,247 | $3,334-2.6% | $2,829+14.8% | $13,397-75.8% |