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 | $4,454 | $30,400-85.3% | $53,898-91.7% | $84,808-94.7% |
| Participation rate | 51.1% | 46.4%+4.7pp | 55.0%-3.8pp | 68.3%-17.2pp |
| Annual return | 26.49% | 500.19%-473.7pp | 528.60%-502.1pp | 40.90%-14.4pp |
| Employer contribution / active EE | $590 | $603-2.1% | $932-36.7% | $2,631-77.6% |
| Participant deferral / active EE | $632 | $1,199-47.3% | $1,826-65.4% | $4,212-85.0% |
| Admin fee / account holder | $625 | $1,993-68.6% | $2,491-74.9% | $7,344-91.5% |