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 4-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 | $15,159 | $30,400-50.1% | $53,898-71.9% | $84,808-82.1% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 20.67% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $556 | $603-7.8% | $932-40.4% | $2,631-78.9% |
| Participant deferral / active EE | $1,298 | $1,199+8.3% | $1,826-28.9% | $4,212-69.2% |
| Admin fee / account holder | $584 | $1,993-70.7% | $2,491-76.6% | $7,344-92.1% |