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 9-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 | $27,970 | $30,588-8.6% | $53,898-48.1% | $85,563-67.3% |
| Participation rate | 16.8% | 26.3%-9.6pp | 55.0%-38.2pp | 66.0%-49.2pp |
| Annual return | 15.94% | 50.42%-34.5pp | 528.60%-512.7pp | 31.51%-15.6pp |
| Employer contribution / active EE | $254 | $436-41.7% | $932-72.7% | $2,654-90.4% |
| Participant deferral / active EE | $547 | $848-35.5% | $1,826-70.0% | $4,375-87.5% |
| Admin fee / account holder | $2,209 | $1,879+17.6% | $2,491-11.3% | $834+164.8% |