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 5-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 | $16,898 | $88,751-81.0% | $81,812-79.3% | $145,922-88.4% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.3%-31.4pp | 80.3%-39.4pp |
| Annual return | 13.95% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $756 | $3,083-75.5% | $2,912-74.0% | $4,660-83.8% |
| Participant deferral / active EE | $1,730 | $4,643-62.7% | $4,319-59.9% | $6,688-74.1% |
| Admin fee / account holder | $2,183 | $8,415-74.1% | $7,386-70.5% | $13,397-83.7% |