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 5-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 | $16,063 | $57,281-72.0% | $86,612-81.5% | $75,163-78.6% |
| Participation rate | 52.1% | 63.2%-11.1pp | 71.7%-19.6pp | 67.2%-15.1pp |
| Annual return | 32.42% | 2670.75%-2638.3pp | 591.07%-558.6pp | 160.62%-128.2pp |
| Employer contribution / active EE | $1,769 | $2,314-23.6% | $3,022-41.5% | $2,670-33.8% |
| Participant deferral / active EE | $2,920 | $3,318-12.0% | $4,438-34.2% | $4,125-29.2% |
| Admin fee / account holder | $1,362 | $4,112-66.9% | $5,614-75.7% | $5,651-75.9% |