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 | $23,781 | $30,400-21.8% | $53,898-55.9% | $84,808-72.0% |
| Participation rate | 14.3% | 46.4%-32.2pp | 55.0%-40.7pp | 68.3%-54.0pp |
| Annual return | 17.63% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $274 | $603-54.5% | $932-70.6% | $2,631-89.6% |
| Participant deferral / active EE | $1,065 | $1,199-11.2% | $1,826-41.7% | $4,212-74.7% |
| Admin fee / account holder | $3,898 | $1,993+95.5% | $2,491+56.5% | $7,344-46.9% |