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 3-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 | $33,489 | $70,606-52.6% | $53,898-37.9% | $142,382-76.5% |
| Participation rate | 11.8% | 63.7%-51.9pp | 55.0%-43.2pp | 80.1%-68.4pp |
| Annual return | 17.54% | 619.81%-602.3pp | 528.60%-511.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $445 | $1,202-63.0% | $932-52.2% | $4,299-89.6% |
| Participant deferral / active EE | $1,348 | $2,364-43.0% | $1,826-26.2% | $6,507-79.3% |
| Admin fee / account holder | $5,052 | $2,852+77.2% | $2,491+102.8% | $12,624-60.0% |