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 | $26,652 | $156,846-83.0% | $121,098-78.0% | $139,434-80.9% |
| Participation rate | 31.6% | 76.4%-44.8pp | 69.5%-37.9pp | 80.3%-48.7pp |
| Annual return | 17.05% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $194 | $5,536-96.5% | $4,164-95.3% | $4,751-95.9% |
| Participant deferral / active EE | $2,945 | $4,844-39.2% | $4,080-27.8% | $6,710-56.1% |
| Admin fee / account holder | $662 | $6,946-90.5% | $5,644-88.3% | $11,403-94.2% |