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 | $13,193 | $123,909-89.4% | $69,647-81.1% | $145,922-91.0% |
| Participation rate | 38.9% | 69.2%-30.3pp | 66.5%-27.6pp | 80.3%-41.4pp |
| Annual return | 13.13% | 190.55%-177.4pp | 100.48%-87.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $788 | $2,682-70.6% | $1,712-54.0% | $4,660-83.1% |
| Participant deferral / active EE | $1,301 | $4,236-69.3% | $2,886-54.9% | $6,688-80.6% |
| Admin fee / account holder | $519 | $7,863-93.4% | $4,713-89.0% | $13,397-96.1% |