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 | $15,759 | $30,400-48.2% | $53,898-70.8% | $84,808-81.4% |
| Participation rate | 16.4% | 46.4%-30.0pp | 55.0%-38.5pp | 68.3%-51.9pp |
| Annual return | 17.59% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $448 | $603-25.7% | $932-51.9% | $2,631-83.0% |
| Participant deferral / active EE | $639 | $1,199-46.7% | $1,826-65.0% | $4,212-84.8% |
| Admin fee / account holder | $8,067 | $1,993+304.7% | $2,491+223.9% | $7,344+9.8% |