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 | $17,783 | $29,660-40.0% | $56,411-68.5% | $80,856-78.0% |
| Participation rate | 40.7% | 41.6%-1.0pp | 52.5%-11.8pp | 67.6%-27.0pp |
| Annual return | 12.45% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,342 | $669+100.5% | $1,039+29.2% | $2,755-51.3% |
| Participant deferral / active EE | $629 | $1,226-48.7% | $1,952-67.8% | $4,296-85.4% |
| Admin fee / account holder | $1,246 | $2,428-48.7% | $2,829-56.0% | $6,918-82.0% |