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 | $27,754 | $175,202-84.2% | $149,673-81.5% | $139,434-80.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 40.90% | 166.71%-125.8pp | 134.42%-93.5pp | 372.94%-332.0pp |
| Employer contribution / active EE | $2,147 | $5,474-60.8% | $4,818-55.4% | $4,751-54.8% |
| Participant deferral / active EE | $5,485 | $6,519-15.9% | $5,680-3.4% | $6,710-18.3% |
| Admin fee / account holder | $328 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |