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 | $7,123 | $27,839-74.4% | $58,482-87.8% | $71,457-90.0% |
| Participation rate | 24.4% | 34.5%-10.2pp | 50.9%-26.5pp | 67.9%-43.6pp |
| Annual return | 28.69% | 26.81%+1.9pp | 4239.32%-4210.6pp | 28.85%-0.2pp |
| Employer contribution / active EE | $316 | $631-50.0% | $1,053-70.0% | $2,588-87.8% |
| Participant deferral / active EE | $513 | $1,206-57.5% | $1,924-73.3% | $4,289-88.0% |
| Admin fee / account holder | $424 | $1,641-74.1% | $2,516-83.1% | $1,587-73.3% |