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 | $15,226 | $29,660-48.7% | $56,411-73.0% | $80,856-81.2% |
| Participation rate | 30.2% | 41.6%-11.4pp | 52.5%-22.2pp | 67.6%-37.4pp |
| Annual return | 14.92% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $645 | $669-3.6% | $1,039-37.9% | $2,755-76.6% |
| Participant deferral / active EE | $2,486 | $1,226+102.7% | $1,952+27.3% | $4,296-42.1% |
| Admin fee / account holder | $322 | $2,428-86.7% | $2,829-88.6% | $6,918-95.3% |