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 7-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 | $15,640 | $31,310-50.0% | $53,898-71.0% | $74,304-79.0% |
| Participation rate | 20.1% | 30.7%-10.6pp | 55.0%-34.9pp | 60.3%-40.3pp |
| Annual return | 26.53% | 23.16%+3.4pp | 528.60%-502.1pp | 29.43%-2.9pp |
| Employer contribution / active EE | $168 | $450-62.7% | $932-82.0% | $2,241-92.5% |
| Participant deferral / active EE | $608 | $934-35.0% | $1,826-66.7% | $3,767-83.9% |
| Admin fee / account holder | $3,383 | $2,175+55.5% | $2,491+35.8% | $2,969+13.9% |