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 | $50,665 | $83,902-39.6% | $167,512-69.8% | $84,808-40.3% |
| Participation rate | 42.0% | 66.5%-24.4pp | 77.1%-35.0pp | 68.3%-26.3pp |
| Annual return | 17.28% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,251 | $2,264-44.8% | $3,882-67.8% | $2,631-52.5% |
| Participant deferral / active EE | $4,289 | $4,442-3.5% | $6,405-33.0% | $4,212+1.8% |
| Admin fee / account holder | $969 | $7,915-87.8% | $9,769-90.1% | $7,344-86.8% |