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 | $16,085 | $70,606-77.2% | $53,898-70.2% | $142,382-88.7% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 17.86% | 619.81%-602.0pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,040 | $1,202-13.5% | $932+11.6% | $4,299-75.8% |
| Participant deferral / active EE | $1,271 | $2,364-46.2% | $1,826-30.4% | $6,507-80.5% |
| Admin fee / account holder | $889 | $2,852-68.8% | $2,491-64.3% | $12,624-93.0% |