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 | $27,169 | $123,909-78.1% | $69,647-61.0% | $145,922-81.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 15.27% | 190.55%-175.3pp | 100.48%-85.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,188 | $2,682-55.7% | $1,712-30.6% | $4,660-74.5% |
| Participant deferral / active EE | $3,605 | $4,236-14.9% | $2,886+24.9% | $6,688-46.1% |
| Admin fee / account holder | $1,299 | $7,863-83.5% | $4,713-72.4% | $13,397-90.3% |