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 3-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 | $17,887 | $95,561-81.3% | $77,163-76.8% | $139,434-87.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.48% | 54.92%-43.4pp | 37.87%-26.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $451 | $3,147-85.7% | $2,535-82.2% | $4,751-90.5% |
| Participant deferral / active EE | $952 | $4,624-79.4% | $3,833-75.2% | $6,710-85.8% |
| Admin fee / account holder | $651 | $8,295-92.2% | $5,472-88.1% | $11,403-94.3% |