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 | $47,097 | $159,901-70.5% | $146,958-68.0% | $145,922-67.7% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 15.69% | 98.13%-82.4pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,560 | $5,286-51.6% | $4,933-48.1% | $4,660-45.1% |
| Participant deferral / active EE | $7,108 | $8,428-15.7% | $8,070-11.9% | $6,688+6.3% |
| Admin fee / account holder | $484 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |