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 | $41,450 | $99,877-58.5% | $84,966-51.2% | $145,922-71.6% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 10.69% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $753 | $3,231-76.7% | $2,727-72.4% | $4,660-83.8% |
| Participant deferral / active EE | $1,801 | $5,291-66.0% | $4,519-60.1% | $6,688-73.1% |
| Admin fee / account holder | $1,297 | $7,248-82.1% | $6,149-78.9% | $13,397-90.3% |