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 | $17,821 | $60,323-70.5% | $81,812-78.2% | $74,495-76.1% |
| Participation rate | 32.7% | 62.9%-30.2pp | 72.3%-39.7pp | 67.2%-34.5pp |
| Annual return | 13.70% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,174 | $2,620-55.2% | $2,912-59.7% | $2,623-55.3% |
| Participant deferral / active EE | $2,363 | $3,387-30.2% | $4,319-45.3% | $4,346-45.6% |
| Admin fee / account holder | $1,953 | $1,486+31.5% | $7,386-73.6% | $1,942+0.6% |