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 6-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 | $19,091 | $48,795-60.9% | $65,493-70.9% | $84,808-77.5% |
| Participation rate | 55.8% | 67.0%-11.2pp | 73.1%-17.3pp | 68.3%-12.5pp |
| Annual return | 36.62% | 20.20%+16.4pp | 982.45%-945.8pp | 40.90%-4.3pp |
| Employer contribution / active EE | $664 | $1,930-65.6% | $2,574-74.2% | $2,631-74.7% |
| Participant deferral / active EE | $3,843 | $2,928+31.2% | $3,961-3.0% | $4,212-8.7% |
| Admin fee / account holder | $338 | $3,877-91.3% | $5,028-93.3% | $7,344-95.4% |