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 | $57,017 | $73,360-22.3% | $177,989-68.0% | $74,495-23.5% |
| Participation rate | 39.6% | 66.6%-27.0pp | 77.1%-37.5pp | 67.2%-27.6pp |
| Annual return | 13.41% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,139 | $2,216-3.5% | $3,949-45.8% | $2,623-18.4% |
| Participant deferral / active EE | $3,680 | $4,513-18.5% | $6,276-41.4% | $4,346-15.3% |
| Admin fee / account holder | $4,532 | $1,808+150.7% | $10,363-56.3% | $1,942+133.4% |