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 | $12,811 | $49,173-73.9% | $121,098-89.4% | $75,163-83.0% |
| Participation rate | 17.7% | 55.4%-37.7pp | 69.5%-51.8pp | 67.2%-49.5pp |
| Annual return | 20.06% | 55.99%-35.9pp | 985.75%-965.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $396 | $1,546-74.4% | $4,164-90.5% | $2,670-85.2% |
| Participant deferral / active EE | $872 | $2,628-66.8% | $4,080-78.6% | $4,125-78.9% |
| Admin fee / account holder | $909 | $3,942-76.9% | $5,644-83.9% | $5,651-83.9% |