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 | $36,579 | $81,625-55.2% | $58,482-37.5% | $139,434-73.8% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 24.27% | 7404.20%-7379.9pp | 4239.32%-4215.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $320 | $1,398-77.1% | $1,053-69.6% | $4,751-93.3% |
| Participant deferral / active EE | $1,095 | $2,557-57.2% | $1,924-43.1% | $6,710-83.7% |
| Admin fee / account holder | $417 | $3,265-87.2% | $2,516-83.4% | $11,403-96.3% |