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 | $14,241 | $31,310-54.5% | $53,898-73.6% | $74,304-80.8% |
| Participation rate | 7.4% | 30.7%-23.3pp | 55.0%-47.6pp | 60.3%-53.0pp |
| Annual return | 17.72% | 23.16%-5.4pp | 528.60%-510.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $98 | $450-78.2% | $932-89.5% | $2,241-95.6% |
| Participant deferral / active EE | $371 | $934-60.2% | $1,826-79.7% | $3,767-90.1% |
| Admin fee / account holder | $2,647 | $2,175+21.7% | $2,491+6.3% | $2,969-10.9% |