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 | $20,850 | $31,310-33.4% | $53,898-61.3% | $74,304-71.9% |
| Participation rate | 14.0% | 30.7%-16.7pp | 55.0%-40.9pp | 60.3%-46.3pp |
| Annual return | 18.87% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $298 | $450-33.7% | $932-68.0% | $2,241-86.7% |
| Participant deferral / active EE | $547 | $934-41.5% | $1,826-70.1% | $3,767-85.5% |
| Admin fee / account holder | $355 | $2,175-83.7% | $2,491-85.7% | $2,969-88.0% |