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 | $12,872 | $30,588-57.9% | $53,898-76.1% | $85,563-85.0% |
| Participation rate | 7.2% | 26.3%-19.1pp | 55.0%-47.8pp | 66.0%-58.8pp |
| Annual return | 25.86% | 50.42%-24.6pp | 528.60%-502.7pp | 31.51%-5.7pp |
| Employer contribution / active EE | $287 | $436-34.2% | $932-69.2% | $2,654-89.2% |
| Participant deferral / active EE | $327 | $848-61.4% | $1,826-82.1% | $4,375-92.5% |
| Admin fee / account holder | $3,686 | $1,879+96.1% | $2,491+48.0% | $834+341.8% |