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 | $15,462 | $34,934-55.7% | $56,411-72.6% | $74,495-79.2% |
| Participation rate | 23.3% | 32.8%-9.5pp | 52.5%-29.1pp | 67.2%-43.9pp |
| Annual return | 14.33% | 25.94%-11.6pp | 1701.33%-1687.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $466 | $609-23.6% | $1,039-55.2% | $2,623-82.3% |
| Participant deferral / active EE | $1,246 | $1,170+6.4% | $1,952-36.2% | $4,346-71.3% |
| Admin fee / account holder | $1,422 | $2,364-39.8% | $2,829-49.7% | $1,942-26.8% |