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 8-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 | $30,355 | $88,751-65.8% | $81,812-62.9% | $145,922-79.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 18.40% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,788 | $3,083+22.8% | $2,912+30.1% | $4,660-18.7% |
| Participant deferral / active EE | $3,913 | $4,643-15.7% | $4,319-9.4% | $6,688-41.5% |
| Admin fee / account holder | $304 | $8,415-96.4% | $7,386-95.9% | $13,397-97.7% |