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 3-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 | $15,142 | $56,317-73.1% | $71,209-78.7% | $74,304-79.6% |
| Participation rate | 15.5% | 55.1%-39.6pp | 73.8%-58.2pp | 60.3%-44.8pp |
| Annual return | 25.15% | 42.83%-17.7pp | 282.51%-257.4pp | 29.43%-4.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,171 | $2,788-58.0% | $4,175-72.0% | $3,767-68.9% |
| Admin fee / account holder | $759 | $2,290-66.8% | $5,349-85.8% | $2,969-74.4% |