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 9-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 | $15,108 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.4pp | 80.3%-24.1pp |
| Annual return | 15.97% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $636 | $3,263-80.5% | $3,022-79.0% | $4,751-86.6% |
| Participant deferral / active EE | $840 | $4,836-82.6% | $4,438-81.1% | $6,710-87.5% |
| Admin fee / account holder | $1,141 | $6,408-82.2% | $5,614-79.7% | $11,403-90.0% |