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 | $19,527 | $49,915-60.9% | $154,803-87.4% | $74,304-73.7% |
| Participation rate | 56.1% | 54.0%+2.2pp | 78.1%-22.0pp | 60.3%-4.2pp |
| Annual return | 130.99% | 34.06%+96.9pp | 58.88%+72.1pp | 29.43%+101.6pp |
| Employer contribution / active EE | $1,695 | $1,611+5.2% | $4,305-60.6% | $2,241-24.4% |
| Participant deferral / active EE | $3,723 | $2,255+65.1% | $5,540-32.8% | $3,767-1.2% |
| Admin fee / account holder | $2,901 | $2,189+32.5% | $14,329-79.8% | $2,969-2.3% |