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 9-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 | $66,745 | $101,317-34.1% | $146,958-54.6% | $74,495-10.4% |
| Participation rate | 54.8% | 75.5%-20.7pp | 82.2%-27.3pp | 67.2%-12.4pp |
| Annual return | 26.15% | 8730.91%-8704.8pp | 418.34%-392.2pp | 1364.94%-1338.8pp |
| Employer contribution / active EE | $2,464 | $3,810-35.3% | $4,933-50.0% | $2,623-6.1% |
| Participant deferral / active EE | $4,884 | $7,303-33.1% | $8,070-39.5% | $4,346+12.4% |
| Admin fee / account holder | $30,588 | $1,739+1659.1% | $12,998+135.3% | $1,942+1475.3% |