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 | $22,270 | $30,400-26.7% | $53,898-58.7% | $84,808-73.7% |
| Participation rate | 4.2% | 46.4%-42.3pp | 55.0%-50.8pp | 68.3%-64.1pp |
| Annual return | 17.73% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $145 | $603-76.0% | $932-84.5% | $2,631-94.5% |
| Participant deferral / active EE | $366 | $1,199-69.5% | $1,826-80.0% | $4,212-91.3% |
| Admin fee / account holder | $11,363 | $1,993+470.0% | $2,491+356.2% | $7,344+54.7% |