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 7-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 | $14,402 | $31,310-54.0% | $53,898-73.3% | $74,304-80.6% |
| Participation rate | 17.1% | 30.7%-13.5pp | 55.0%-37.8pp | 60.3%-43.2pp |
| Annual return | 14.49% | 23.16%-8.7pp | 528.60%-514.1pp | 29.43%-14.9pp |
| Employer contribution / active EE | $225 | $450-50.0% | $932-75.9% | $2,241-90.0% |
| Participant deferral / active EE | $368 | $934-60.6% | $1,826-79.8% | $3,767-90.2% |
| Admin fee / account holder | $1,405 | $2,175-35.4% | $2,491-43.6% | $2,969-52.7% |