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 | $15,679 | $29,660-47.1% | $56,411-72.2% | $80,856-80.6% |
| Participation rate | 26.1% | 41.6%-15.6pp | 52.5%-26.4pp | 67.6%-41.6pp |
| Annual return | 16.08% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $765 | $669+14.3% | $1,039-26.4% | $2,755-72.2% |
| Participant deferral / active EE | $1,272 | $1,226+3.8% | $1,952-34.8% | $4,296-70.4% |
| Admin fee / account holder | $728 | $2,428-70.0% | $2,829-74.3% | $6,918-89.5% |