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 6-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 | $12,286 | $27,839-55.9% | $58,482-79.0% | $71,457-82.8% |
| Participation rate | 19.0% | 34.5%-15.5pp | 50.9%-31.8pp | 67.9%-48.9pp |
| Annual return | 19.01% | 26.81%-7.8pp | 4239.32%-4220.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $395 | $631-37.3% | $1,053-62.5% | $2,588-84.7% |
| Participant deferral / active EE | $887 | $1,206-26.5% | $1,924-53.9% | $4,289-79.3% |
| Admin fee / account holder | $490 | $1,641-70.1% | $2,516-80.5% | $1,587-69.1% |