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 | $20,853 | $83,902-75.1% | $167,512-87.6% | $84,808-75.4% |
| Participation rate | 66.7% | 66.5%+0.2pp | 77.1%-10.4pp | 68.3%-1.6pp |
| Annual return | 19.41% | 91.55%-72.1pp | 1615.79%-1596.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,650 | $2,264-27.1% | $3,882-57.5% | $2,631-37.3% |
| Participant deferral / active EE | $2,414 | $4,442-45.7% | $6,405-62.3% | $4,212-42.7% |
| Admin fee / account holder | $1,524 | $7,915-80.8% | $9,769-84.4% | $7,344-79.3% |