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 4-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 | $5,777 | $29,660-80.5% | $56,411-89.8% | $80,856-92.9% |
| Participation rate | 31.0% | 41.6%-10.7pp | 52.5%-21.5pp | 67.6%-36.7pp |
| Annual return | 12.86% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $200 | $669-70.2% | $1,039-80.8% | $2,755-92.8% |
| Participant deferral / active EE | $654 | $1,226-46.7% | $1,952-66.5% | $4,296-84.8% |
| Admin fee / account holder | $1,560 | $2,428-35.7% | $2,829-44.8% | $6,918-77.4% |