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 | $15,698 | $111,754-86.0% | $103,333-84.8% | $145,922-89.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.03% | 24.77%-12.7pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,111 | $4,212-73.6% | $3,868-71.3% | $4,660-76.2% |
| Participant deferral / active EE | $1,600 | $5,619-71.5% | $5,057-68.4% | $6,688-76.1% |
| Admin fee / account holder | $384 | $9,750-96.1% | $8,355-95.4% | $13,397-97.1% |