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 8-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 | $21,004 | $30,588-31.3% | $53,898-61.0% | $85,563-75.5% |
| Participation rate | 23.5% | 26.3%-2.9pp | 55.0%-31.5pp | 66.0%-42.5pp |
| Annual return | 18.65% | 50.42%-31.8pp | 528.60%-510.0pp | 31.51%-12.9pp |
| Employer contribution / active EE | $81 | $436-81.3% | $932-91.3% | $2,654-96.9% |
| Participant deferral / active EE | $914 | $848+7.8% | $1,826-49.9% | $4,375-79.1% |
| Admin fee / account holder | $1,348 | $1,879-28.3% | $2,491-45.9% | $834+61.5% |