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 | $17,098 | $111,724-84.7% | $93,606-81.7% | $145,922-88.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 13.44% | 202.98%-189.5pp | 133.20%-119.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $645 | $3,090-79.1% | $2,420-73.4% | $4,660-86.2% |
| Participant deferral / active EE | $1,254 | $4,912-74.5% | $4,411-71.6% | $6,688-81.2% |
| Admin fee / account holder | $1,722 | $10,250-83.2% | $8,285-79.2% | $13,397-87.2% |