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 | $13,642 | $30,400-55.1% | $53,898-74.7% | $84,808-83.9% |
| Participation rate | 63.0% | 46.4%+16.5pp | 55.0%+8.0pp | 68.3%-5.3pp |
| Annual return | 18.27% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $816 | $603+35.3% | $932-12.5% | $2,631-69.0% |
| Participant deferral / active EE | $1,819 | $1,199+51.8% | $1,826-0.4% | $4,212-56.8% |
| Admin fee / account holder | $1,351 | $1,993-32.2% | $2,491-45.8% | $7,344-81.6% |