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 | $26,314 | $53,053-50.4% | $126,539-79.2% | $74,304-64.6% |
| Participation rate | 45.0% | 48.0%-3.0pp | 69.8%-24.8pp | 60.3%-15.3pp |
| Annual return | 244.11% | 29.46%+214.7pp | 425.95%-181.8pp | 29.43%+214.7pp |
| Employer contribution / active EE | $1,503 | $1,168+28.7% | $3,674-59.1% | $2,241-33.0% |
| Participant deferral / active EE | $2,965 | $2,303+28.7% | $4,083-27.4% | $3,767-21.3% |
| Admin fee / account holder | $4,324 | $3,698+16.9% | $6,065-28.7% | $2,969+45.7% |