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 6-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 | $11,746 | $30,400-61.4% | $53,898-78.2% | $84,808-86.2% |
| Participation rate | 8.7% | 46.4%-37.7pp | 55.0%-46.3pp | 68.3%-59.6pp |
| Annual return | 16.43% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $177 | $603-70.6% | $932-81.0% | $2,631-93.3% |
| Participant deferral / active EE | $311 | $1,199-74.1% | $1,826-83.0% | $4,212-92.6% |
| Admin fee / account holder | $1,894 | $1,993-5.0% | $2,491-24.0% | $7,344-74.2% |