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 | $13,918 | $57,281-75.7% | $86,612-83.9% | $75,163-81.5% |
| Participation rate | 40.4% | 63.2%-22.8pp | 71.7%-31.3pp | 67.2%-26.8pp |
| Annual return | 16.14% | 2670.75%-2654.6pp | 591.07%-574.9pp | 160.62%-144.5pp |
| Employer contribution / active EE | $808 | $2,314-65.1% | $3,022-73.3% | $2,670-69.7% |
| Participant deferral / active EE | $2,148 | $3,318-35.2% | $4,438-51.6% | $4,125-47.9% |
| Admin fee / account holder | $1,626 | $4,112-60.4% | $5,614-71.0% | $5,651-71.2% |