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 | $52,526 | $76,738-31.6% | $56,411-6.9% | $145,922-64.0% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 13.31% | 2994.23%-2980.9pp | 1701.33%-1688.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $402 | $1,380-70.9% | $1,039-61.3% | $4,660-91.4% |
| Participant deferral / active EE | $1,058 | $2,623-59.7% | $1,952-45.8% | $6,688-84.2% |
| Admin fee / account holder | $634 | $3,334-81.0% | $2,829-77.6% | $13,397-95.3% |