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 6-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 | $31,187 | $123,909-74.8% | $69,647-55.2% | $145,922-78.6% |
| Participation rate | 61.5% | 69.2%-7.7pp | 66.5%-4.9pp | 80.3%-18.7pp |
| Annual return | 13.46% | 190.55%-177.1pp | 100.48%-87.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,571 | $2,682-41.4% | $1,712-8.2% | $4,660-66.3% |
| Participant deferral / active EE | $3,848 | $4,236-9.2% | $2,886+33.3% | $6,688-42.5% |
| Admin fee / account holder | $857 | $7,863-89.1% | $4,713-81.8% | $13,397-93.6% |