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 | $21,969 | $70,606-68.9% | $53,898-59.2% | $142,382-84.6% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 19.23% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,017 | $1,202-15.4% | $932+9.1% | $4,299-76.3% |
| Participant deferral / active EE | $2,870 | $2,364+21.4% | $1,826+57.2% | $6,507-55.9% |
| Admin fee / account holder | $1,095 | $2,852-61.6% | $2,491-56.0% | $12,624-91.3% |