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 8-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 | $73,943 | $83,902-11.9% | $167,512-55.9% | $84,808-12.8% |
| Participation rate | 28.9% | 66.5%-37.6pp | 77.1%-48.2pp | 68.3%-39.4pp |
| Annual return | 19.17% | 91.55%-72.4pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $820 | $2,264-63.8% | $3,882-78.9% | $2,631-68.9% |
| Participant deferral / active EE | $1,956 | $4,442-56.0% | $6,405-69.5% | $4,212-53.5% |
| Admin fee / account holder | $473 | $7,915-94.0% | $9,769-95.2% | $7,344-93.6% |