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 10-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 | $27,836 | $108,642-74.4% | $74,701-62.7% | $152,861-81.8% |
| Participation rate | 63.2% | 65.3%-2.2pp | 54.5%+8.7pp | 82.4%-19.3pp |
| Annual return | 12.03% | 114.06%-102.0pp | 752.92%-740.9pp | 345.32%-333.3pp |
| Employer contribution / active EE | $1,259 | $1,503-16.2% | $1,084+16.2% | $4,762-73.6% |
| Participant deferral / active EE | $2,093 | $2,712-22.8% | $1,964+6.6% | $5,850-64.2% |
| Admin fee / account holder | $328 | $4,902-93.3% | $3,333-90.2% | $11,596-97.2% |