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 9-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 | $19,252 | $60,124-68.0% | $90,404-78.7% | $79,858-75.9% |
| Participation rate | 55.8% | 65.0%-9.2pp | 72.7%-16.9pp | 69.6%-13.8pp |
| Annual return | 24.36% | 71.94%-47.6pp | 1293.02%-1268.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,096 | $2,068-47.0% | $3,262-66.4% | $2,471-55.6% |
| Participant deferral / active EE | $3,262 | $2,938+11.0% | $3,963-17.7% | $3,740-12.8% |
| Admin fee / account holder | $2,955 | $3,976-25.7% | $5,611-47.3% | $5,306-44.3% |