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 | $12,429 | $34,934-64.4% | $56,411-78.0% | $74,495-83.3% |
| Participation rate | 10.9% | 32.8%-21.9pp | 52.5%-41.5pp | 67.2%-56.3pp |
| Annual return | 15.55% | 25.94%-10.4pp | 1701.33%-1685.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $351 | $609-42.4% | $1,039-66.2% | $2,623-86.6% |
| Participant deferral / active EE | $430 | $1,170-63.3% | $1,952-78.0% | $4,346-90.1% |
| Admin fee / account holder | $1,227 | $2,364-48.1% | $2,829-56.6% | $1,942-36.8% |