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 | $20,432 | $29,660-31.1% | $56,411-63.8% | $80,856-74.7% |
| Participation rate | 49.2% | 41.6%+7.6pp | 52.5%-3.3pp | 67.6%-18.4pp |
| Annual return | 13.01% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,764 | $669+312.9% | $1,039+166.1% | $2,755+0.3% |
| Participant deferral / active EE | $1,306 | $1,226+6.5% | $1,952-33.1% | $4,296-69.6% |
| Admin fee / account holder | $1,350 | $2,428-44.4% | $2,829-52.3% | $6,918-80.5% |