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 | $48,421 | $88,751-45.4% | $81,812-40.8% | $145,922-66.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 16.77% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,137 | $3,083-63.1% | $2,912-60.9% | $4,660-75.6% |
| Participant deferral / active EE | $3,708 | $4,643-20.1% | $4,319-14.1% | $6,688-44.6% |
| Admin fee / account holder | $333 | $8,415-96.0% | $7,386-95.5% | $13,397-97.5% |