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 | $2,397 | $24,730-90.3% | $66,042-96.4% | $84,808-97.2% |
| Participation rate | 61.4% | 68.1%-6.7pp | 67.5%-6.1pp | 68.3%-6.9pp |
| Annual return | 22.44% | 79.55%-57.1pp | 52.11%-29.7pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $741 | $1,737-57.3% | $2,835-73.9% | $4,212-82.4% |
| Admin fee / account holder | $392 | $3,014-87.0% | $5,747-93.2% | $7,344-94.7% |