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 10-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 | $20,370 | $96,635-78.9% | $86,612-76.5% | $139,434-85.4% |
| Participation rate | 63.2% | 74.4%-11.2pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 17.84% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $884 | $3,263-72.9% | $3,022-70.8% | $4,751-81.4% |
| Participant deferral / active EE | $1,721 | $4,836-64.4% | $4,438-61.2% | $6,710-74.4% |
| Admin fee / account holder | $469 | $6,408-92.7% | $5,614-91.6% | $11,403-95.9% |