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 | $11,374 | $31,310-63.7% | $53,898-78.9% | $74,304-84.7% |
| Participation rate | 9.1% | 30.7%-21.5pp | 55.0%-45.8pp | 60.3%-51.2pp |
| Annual return | 23.09% | 23.16%-0.1pp | 528.60%-505.5pp | 29.43%-6.3pp |
| Employer contribution / active EE | $85 | $450-81.1% | $932-90.9% | $2,241-96.2% |
| Participant deferral / active EE | $295 | $934-68.4% | $1,826-83.9% | $3,767-92.2% |
| Admin fee / account holder | $1,079 | $2,175-50.4% | $2,491-56.7% | $2,969-63.7% |