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 4-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 | $14,160 | $30,400-53.4% | $53,898-73.7% | $84,808-83.3% |
| Participation rate | 14.5% | 46.4%-32.0pp | 55.0%-40.5pp | 68.3%-53.8pp |
| Annual return | 21.56% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $288 | $603-52.2% | $932-69.1% | $2,631-89.0% |
| Participant deferral / active EE | $533 | $1,199-55.5% | $1,826-70.8% | $4,212-87.3% |
| Admin fee / account holder | $2,558 | $1,993+28.3% | $2,491+2.7% | $7,344-65.2% |