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 6-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 | $4,162 | $31,310-86.7% | $53,898-92.3% | $74,304-94.4% |
| Participation rate | 16.6% | 30.7%-14.1pp | 55.0%-38.4pp | 60.3%-43.8pp |
| Annual return | 15.54% | 23.16%-7.6pp | 528.60%-513.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $204 | $934-78.2% | $1,826-88.9% | $3,767-94.6% |
| Admin fee / account holder | $961 | $2,175-55.8% | $2,491-61.4% | $2,969-67.6% |