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 | $16,928 | $30,400-44.3% | $53,898-68.6% | $84,808-80.0% |
| Participation rate | 40.5% | 46.4%-5.9pp | 55.0%-14.4pp | 68.3%-27.8pp |
| Annual return | 17.58% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,701 | $603+182.2% | $932+82.5% | $2,631-35.3% |
| Participant deferral / active EE | $2,588 | $1,199+115.9% | $1,826+41.7% | $4,212-38.6% |
| Admin fee / account holder | $7,073 | $1,993+254.9% | $2,491+184.0% | $7,344-3.7% |