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 8-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 | $79,637 | $27,915+185.3% | $58,482+36.2% | $75,163+6.0% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.4pp |
| Annual return | 17.83% | 44.20%-26.4pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $137 | $669-79.6% | $1,053-87.0% | $2,670-94.9% |
| Participant deferral / active EE | $1,044 | $1,201-13.1% | $1,924-45.7% | $4,125-74.7% |
| Admin fee / account holder | $330 | $1,726-80.9% | $2,516-86.9% | $5,651-94.2% |