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 | $16,129 | $72,400-77.7% | $67,502-76.1% | $145,922-88.9% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.5pp | 80.3%-21.9pp |
| Annual return | 31.58% | 7182.46%-7150.9pp | 3512.12%-3480.5pp | 561.29%-529.7pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,448 | $4,783-48.8% | $4,000-38.8% | $6,688-63.4% |
| Admin fee / account holder | $2,592 | $5,539-53.2% | $3,998-35.2% | $13,397-80.7% |