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 | $14,561 | $76,738-81.0% | $56,411-74.2% | $145,922-90.0% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 12.90% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $665 | $1,380-51.8% | $1,039-36.0% | $4,660-85.7% |
| Participant deferral / active EE | $1,813 | $2,623-30.9% | $1,952-7.1% | $6,688-72.9% |
| Admin fee / account holder | $394 | $3,334-88.2% | $2,829-86.1% | $13,397-97.1% |