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 | $24,911 | $169,032-85.3% | $129,207-80.7% | $145,922-82.9% |
| Participation rate | 45.8% | 76.4%-30.6pp | 69.6%-23.8pp | 80.3%-34.4pp |
| Annual return | 19.34% | 14330.11%-14310.8pp | 9417.33%-9398.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,521 | $4,987-29.4% | $4,168-15.5% | $6,688-47.4% |
| Admin fee / account holder | $6,479 | $9,954-34.9% | $7,715-16.0% | $13,397-51.6% |