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 8-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 | $1,728 | $29,660-94.2% | $56,411-96.9% | $80,856-97.9% |
| Participation rate | 31.9% | 41.6%-9.7pp | 52.5%-20.6pp | 67.6%-35.7pp |
| Annual return | 11.76% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $319 | $1,226-74.0% | $1,952-83.7% | $4,296-92.6% |
| Admin fee / account holder | $359 | $2,428-85.2% | $2,829-87.3% | $6,918-94.8% |