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 | $28,612 | $61,058-53.1% | $71,209-59.8% | $85,563-66.6% |
| Participation rate | 16.6% | 58.6%-42.0pp | 73.8%-57.2pp | 66.0%-49.4pp |
| Annual return | 19.51% | 100.41%-80.9pp | 282.51%-263.0pp | 31.51%-12.0pp |
| Employer contribution / active EE | $426 | $2,199-80.6% | $2,721-84.3% | $2,654-83.9% |
| Participant deferral / active EE | $927 | $3,173-70.8% | $4,175-77.8% | $4,375-78.8% |
| Admin fee / account holder | $2,253 | $855+163.6% | $5,349-57.9% | $834+170.1% |