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 3-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 | $29,726 | $55,415-46.4% | $155,509-80.9% | $74,495-60.1% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.6pp | 67.2%-36.6pp |
| Annual return | 15.68% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,450 | $2,267-36.0% | $4,672-69.0% | $2,623-44.7% |
| Participant deferral / active EE | $2,010 | $2,836-29.1% | $5,626-64.3% | $4,346-53.8% |
| Admin fee / account holder | $453 | $1,738-74.0% | $15,912-97.2% | $1,942-76.7% |