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 | $9,991 | $30,588-67.3% | $53,898-81.5% | $85,563-88.3% |
| Participation rate | 9.7% | 26.3%-16.7pp | 55.0%-45.3pp | 66.0%-56.3pp |
| Annual return | 22.07% | 50.42%-28.3pp | 528.60%-506.5pp | 31.51%-9.4pp |
| Employer contribution / active EE | $138 | $436-68.4% | $932-85.2% | $2,654-94.8% |
| Participant deferral / active EE | $271 | $848-68.0% | $1,826-85.2% | $4,375-93.8% |
| Admin fee / account holder | $600 | $1,879-68.1% | $2,491-75.9% | $834-28.1% |