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 | $80,820 | $95,561-15.4% | $77,163+4.7% | $139,434-42.0% |
| Participation rate | 17.4% | 73.9%-56.6pp | 69.6%-52.2pp | 80.3%-62.9pp |
| Annual return | 54.20% | 54.92%-0.7pp | 37.87%+16.3pp | 372.94%-318.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,061 | $4,624+96.0% | $3,833+136.4% | $6,710+35.0% |
| Admin fee / account holder | $403 | $8,295-95.1% | $5,472-92.6% | $11,403-96.5% |