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 | $32,139 | $76,738-58.1% | $56,411-43.0% | $145,922-78.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 13.42% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,131 | $1,380-18.0% | $1,039+8.9% | $4,660-75.7% |
| Participant deferral / active EE | $3,238 | $2,623+23.5% | $1,952+65.9% | $6,688-51.6% |
| Admin fee / account holder | $348 | $3,334-89.6% | $2,829-87.7% | $13,397-97.4% |