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 3-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 | $16,086 | $99,877-83.9% | $84,966-81.1% | $145,922-89.0% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 14.39% | 83.76%-69.4pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $851 | $3,231-73.7% | $2,727-68.8% | $4,660-81.7% |
| Participant deferral / active EE | $1,358 | $5,291-74.3% | $4,519-69.9% | $6,688-79.7% |
| Admin fee / account holder | $2,197 | $7,248-69.7% | $6,149-64.3% | $13,397-83.6% |