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 8-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 | $14,666 | $49,922-70.6% | $80,569-81.8% | $75,163-80.5% |
| Participation rate | 29.2% | 55.3%-26.1pp | 67.0%-37.8pp | 67.2%-38.0pp |
| Annual return | 28.89% | 34.69%-5.8pp | 935.43%-906.5pp | 160.62%-131.7pp |
| Employer contribution / active EE | $1,351 | $1,698-20.5% | $2,723-50.4% | $2,670-49.4% |
| Participant deferral / active EE | $3,311 | $2,990+10.7% | $4,447-25.6% | $4,125-19.7% |
| Admin fee / account holder | $490 | $3,577-86.3% | $5,377-90.9% | $5,651-91.3% |