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 | $28,279 | $108,919-74.0% | $100,391-71.8% | $145,922-80.6% |
| Participation rate | 58.8% | 82.9%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 64.16% | 57.88%+6.3pp | 49.20%+15.0pp | 561.29%-497.1pp |
| Employer contribution / active EE | $3,983 | $4,419-9.9% | $3,942+1.1% | $4,660-14.5% |
| Participant deferral / active EE | $6,773 | $8,445-19.8% | $8,082-16.2% | $6,688+1.3% |
| Admin fee / account holder | $1,941 | $9,689-80.0% | $7,899-75.4% | $13,397-85.5% |