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 | $18,013 | $110,502-83.7% | $80,716-77.7% | $167,490-89.2% |
| Participation rate | 41.2% | 64.0%-22.8pp | 54.2%-13.0pp | 82.1%-40.9pp |
| Annual return | 20.90% | 120.54%-99.6pp | 87.28%-66.4pp | 478.56%-457.7pp |
| Employer contribution / active EE | $734 | $1,543-52.4% | $1,160-36.7% | $4,837-84.8% |
| Participant deferral / active EE | $2,706 | $2,871-5.7% | $2,146+26.1% | $6,341-57.3% |
| Admin fee / account holder | $577 | $4,545-87.3% | $3,380-82.9% | $12,309-95.3% |