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 | $51,124 | $29,660+72.4% | $56,411-9.4% | $80,856-36.8% |
| Participation rate | 15.5% | 41.6%-26.1pp | 52.5%-36.9pp | 67.6%-52.1pp |
| Annual return | 1268.57% | 35.23%+1233.3pp | 1701.33%-432.8pp | 35.59%+1233.0pp |
| Employer contribution / active EE | $337 | $669-49.6% | $1,039-67.5% | $2,755-87.8% |
| Participant deferral / active EE | $699 | $1,226-43.0% | $1,952-64.2% | $4,296-83.7% |
| Admin fee / account holder | $763 | $2,428-68.6% | $2,829-73.0% | $6,918-89.0% |