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 10-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 | $19,149 | $108,642-82.4% | $74,701-74.4% | $152,861-87.5% |
| Participation rate | 23.8% | 65.3%-41.5pp | 54.5%-30.7pp | 82.4%-58.6pp |
| Annual return | 23.82% | 114.06%-90.2pp | 752.92%-729.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $373 | $1,503-75.2% | $1,084-65.6% | $4,762-92.2% |
| Participant deferral / active EE | $1,367 | $2,712-49.6% | $1,964-30.4% | $5,850-76.6% |
| Admin fee / account holder | $338 | $4,902-93.1% | $3,333-89.9% | $11,596-97.1% |