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 | $19,950 | $110,502-81.9% | $80,716-75.3% | $167,490-88.1% |
| Participation rate | 34.8% | 64.0%-29.2pp | 54.2%-19.4pp | 82.1%-47.3pp |
| Annual return | 16.14% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $571 | $1,543-63.0% | $1,160-50.7% | $4,837-88.2% |
| Participant deferral / active EE | $2,247 | $2,871-21.7% | $2,146+4.7% | $6,341-64.6% |
| Admin fee / account holder | $402 | $4,545-91.2% | $3,380-88.1% | $12,309-96.7% |