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 7-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 | $24,842 | $96,305-74.2% | $80,569-69.2% | $139,434-82.2% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 16.78% | 1350.08%-1333.3pp | 935.43%-918.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $845 | $3,262-74.1% | $2,723-69.0% | $4,751-82.2% |
| Participant deferral / active EE | $1,126 | $5,232-78.5% | $4,447-74.7% | $6,710-83.2% |
| Admin fee / account holder | $6,719 | $6,599+1.8% | $5,377+25.0% | $11,403-41.1% |