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 | $11,683 | $48,750-76.0% | $88,946-86.9% | $74,304-84.3% |
| Participation rate | 36.7% | 44.5%-7.7pp | 68.8%-32.1pp | 60.3%-23.6pp |
| Annual return | 245.53% | 25.91%+219.6pp | 57.82%+187.7pp | 29.43%+216.1pp |
| Employer contribution / active EE | $1,593 | $1,255+27.0% | $2,555-37.6% | $2,241-28.9% |
| Participant deferral / active EE | $1,455 | $2,423-40.0% | $4,581-68.2% | $3,767-61.4% |
| Admin fee / account holder | $1,274 | $3,756-66.1% | $8,261-84.6% | $2,969-57.1% |