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 3-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 | $24,714 | $30,400-18.7% | $53,898-54.1% | $84,808-70.9% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 20.60% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,191 | $603+97.6% | $932+27.8% | $2,631-54.7% |
| Participant deferral / active EE | $2,732 | $1,199+128.0% | $1,826+49.6% | $4,212-35.1% |
| Admin fee / account holder | $625 | $1,993-68.7% | $2,491-74.9% | $7,344-91.5% |