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 8-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 | $13,831 | $29,660-53.4% | $56,411-75.5% | $80,856-82.9% |
| Participation rate | 54.1% | 41.6%+12.5pp | 52.5%+1.6pp | 67.6%-13.5pp |
| Annual return | 14.87% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $328 | $669-51.1% | $1,039-68.5% | $2,755-88.1% |
| Participant deferral / active EE | $1,135 | $1,226-7.5% | $1,952-41.9% | $4,296-73.6% |
| Admin fee / account holder | $1,018 | $2,428-58.1% | $2,829-64.0% | $6,918-85.3% |