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 | $9,904 | $29,660-66.6% | $56,411-82.4% | $80,856-87.8% |
| Participation rate | 60.0% | 41.6%+18.4pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 15.85% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $121 | $669-81.9% | $1,039-88.3% | $2,755-95.6% |
| Participant deferral / active EE | $455 | $1,226-62.9% | $1,952-76.7% | $4,296-89.4% |
| Admin fee / account holder | $866 | $2,428-64.3% | $2,829-69.4% | $6,918-87.5% |