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 | $15,924 | $53,516-70.2% | $126,539-87.4% | $84,808-81.2% |
| Participation rate | 55.9% | 58.2%-2.4pp | 69.8%-13.9pp | 68.3%-12.4pp |
| Annual return | 21.76% | 58.34%-36.6pp | 425.95%-404.2pp | 40.90%-19.1pp |
| Employer contribution / active EE | $718 | $1,535-53.2% | $3,674-80.5% | $2,631-72.7% |
| Participant deferral / active EE | $1,335 | $2,671-50.0% | $4,083-67.3% | $4,212-68.3% |
| Admin fee / account holder | $904 | $4,497-79.9% | $6,065-85.1% | $7,344-87.7% |