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 | $13,439 | $27,915-51.9% | $58,482-77.0% | $75,163-82.1% |
| Participation rate | 62.8% | 38.8%+24.0pp | 50.9%+11.9pp | 67.2%-4.4pp |
| Annual return | 20.31% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,150 | $669+71.8% | $1,053+9.1% | $2,670-56.9% |
| Participant deferral / active EE | $1,593 | $1,201+32.6% | $1,924-17.2% | $4,125-61.4% |
| Admin fee / account holder | $1,685 | $1,726-2.3% | $2,516-33.0% | $5,651-70.2% |