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 | $22,255 | $31,310-28.9% | $53,898-58.7% | $74,304-70.0% |
| Participation rate | 10.9% | 30.7%-19.7pp | 55.0%-44.0pp | 60.3%-49.4pp |
| Annual return | 20.98% | 23.16%-2.2pp | 528.60%-507.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,020 | $934+9.1% | $1,826-44.2% | $3,767-72.9% |
| Admin fee / account holder | $1,498 | $2,175-31.1% | $2,491-39.9% | $2,969-49.5% |