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 | $21,013 | $31,310-32.9% | $53,898-61.0% | $74,304-71.7% |
| Participation rate | 10.3% | 30.7%-20.3pp | 55.0%-44.6pp | 60.3%-50.0pp |
| Annual return | 24.38% | 23.16%+1.2pp | 528.60%-504.2pp | 29.43%-5.0pp |
| Employer contribution / active EE | $384 | $450-14.7% | $932-58.8% | $2,241-82.9% |
| Participant deferral / active EE | $566 | $934-39.5% | $1,826-69.0% | $3,767-85.0% |
| Admin fee / account holder | $1,331 | $2,175-38.8% | $2,491-46.6% | $2,969-55.2% |