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 | $11,864 | $29,660-60.0% | $56,411-79.0% | $80,856-85.3% |
| Participation rate | 31.1% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 17.68% | 35.23%-17.5pp | 1701.33%-1683.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $459 | $669-31.5% | $1,039-55.9% | $2,755-83.4% |
| Participant deferral / active EE | $761 | $1,226-38.0% | $1,952-61.0% | $4,296-82.3% |
| Admin fee / account holder | $643 | $2,428-73.5% | $2,829-77.3% | $6,918-90.7% |