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 | $46,986 | $76,738-38.8% | $56,411-16.7% | $145,922-67.8% |
| Participation rate | 27.3% | 63.2%-35.9pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 11.91% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,212 | $1,380-12.1% | $1,039+16.7% | $4,660-74.0% |
| Participant deferral / active EE | $3,242 | $2,623+23.6% | $1,952+66.1% | $6,688-51.5% |
| Admin fee / account holder | $5,570 | $3,334+67.1% | $2,829+96.9% | $13,397-58.4% |