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 9-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 | $34,763 | $202,318-82.8% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.4%-52.4pp |
| Annual return | 19.92% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,657 | $5,856-71.7% | $5,143-67.8% | $4,762-65.2% |
| Participant deferral / active EE | $4,024 | $5,948-32.4% | $5,198-22.6% | $5,850-31.2% |
| Admin fee / account holder | $501 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |