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 | $15,254 | $96,305-84.2% | $80,569-81.1% | $139,434-89.1% |
| Participation rate | 56.5% | 73.6%-17.1pp | 67.0%-10.5pp | 80.3%-23.8pp |
| Annual return | 22.43% | 1350.08%-1327.7pp | 935.43%-913.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,521 | $3,262-53.4% | $2,723-44.2% | $4,751-68.0% |
| Participant deferral / active EE | $3,386 | $5,232-35.3% | $4,447-23.9% | $6,710-49.5% |
| Admin fee / account holder | $427 | $6,599-93.5% | $5,377-92.1% | $11,403-96.3% |