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 | $36,924 | $24,730+49.3% | $66,042-44.1% | $84,808-56.5% |
| Participation rate | 15.0% | 68.1%-53.1pp | 67.5%-52.5pp | 68.3%-53.3pp |
| Annual return | 21.25% | 79.55%-58.3pp | 52.11%-30.9pp | 40.90%-19.6pp |
| Employer contribution / active EE | $460 | $857-46.3% | $1,579-70.9% | $2,631-82.5% |
| Participant deferral / active EE | $1,370 | $1,737-21.1% | $2,835-51.7% | $4,212-67.5% |
| Admin fee / account holder | $424 | $3,014-85.9% | $5,747-92.6% | $7,344-94.2% |