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 | $15,772 | $30,400-48.1% | $53,898-70.7% | $84,808-81.4% |
| Participation rate | 19.7% | 46.4%-26.8pp | 55.0%-35.3pp | 68.3%-48.6pp |
| Annual return | 22.28% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $296 | $603-50.9% | $932-68.2% | $2,631-88.7% |
| Participant deferral / active EE | $910 | $1,199-24.1% | $1,826-50.2% | $4,212-78.4% |
| Admin fee / account holder | $1,576 | $1,993-21.0% | $2,491-36.7% | $7,344-78.5% |