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 | $83,406 | $30,400+174.4% | $53,898+54.7% | $84,808-1.7% |
| Participation rate | 6.3% | 46.4%-40.2pp | 55.0%-48.7pp | 68.3%-62.1pp |
| Annual return | 19.11% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $237 | $603-60.7% | $932-74.6% | $2,631-91.0% |
| Participant deferral / active EE | $818 | $1,199-31.8% | $1,826-55.2% | $4,212-80.6% |
| Admin fee / account holder | $2,533 | $1,993+27.0% | $2,491+1.7% | $7,344-65.5% |