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 | $17,363 | $61,058-71.6% | $71,209-75.6% | $85,563-79.7% |
| Participation rate | 20.5% | 58.6%-38.1pp | 73.8%-53.3pp | 66.0%-45.5pp |
| Annual return | 18.77% | 100.41%-81.6pp | 282.51%-263.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $452 | $2,199-79.4% | $2,721-83.4% | $2,654-83.0% |
| Participant deferral / active EE | $894 | $3,173-71.8% | $4,175-78.6% | $4,375-79.6% |
| Admin fee / account holder | $1,414 | $855+65.4% | $5,349-73.6% | $834+69.5% |