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 | $27,383 | $96,305-71.6% | $80,569-66.0% | $139,434-80.4% |
| Participation rate | 27.8% | 73.6%-45.9pp | 67.0%-39.2pp | 80.3%-52.5pp |
| Annual return | 14.03% | 1350.08%-1336.1pp | 935.43%-921.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $680 | $3,262-79.2% | $2,723-75.0% | $4,751-85.7% |
| Participant deferral / active EE | $1,824 | $5,232-65.1% | $4,447-59.0% | $6,710-72.8% |
| Admin fee / account holder | $4,566 | $6,599-30.8% | $5,377-15.1% | $11,403-60.0% |