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 | $45,265 | $81,625-44.5% | $167,512-73.0% | $74,304-39.1% |
| Participation rate | 24.6% | 60.0%-35.4pp | 77.1%-52.4pp | 60.3%-35.7pp |
| Annual return | 20.43% | 26.09%-5.7pp | 1615.79%-1595.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $802 | $2,010-60.1% | $3,882-79.3% | $2,241-64.2% |
| Participant deferral / active EE | $1,536 | $4,115-62.7% | $6,405-76.0% | $3,767-59.2% |
| Admin fee / account holder | $3,571 | $3,474+2.8% | $9,769-63.4% | $2,969+20.3% |