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 | $9,055 | $81,625-88.9% | $58,482-84.5% | $139,434-93.5% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 31.13% | 7404.20%-7373.1pp | 4239.32%-4208.2pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,202 | $1,398-14.1% | $1,053+14.1% | $4,751-74.7% |
| Participant deferral / active EE | $1,259 | $2,557-50.8% | $1,924-34.6% | $6,710-81.2% |
| Admin fee / account holder | $416 | $3,265-87.3% | $2,516-83.5% | $11,403-96.4% |