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 | $23,691 | $165,984-85.7% | $164,813-85.6% | $145,922-83.8% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 15.08% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,603 | $5,273-69.6% | $4,341-63.1% | $4,660-65.6% |
| Participant deferral / active EE | $3,684 | $6,959-47.1% | $6,031-38.9% | $6,688-44.9% |
| Admin fee / account holder | $2,792 | $16,648-83.2% | $12,690-78.0% | $13,397-79.2% |