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 3-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 | $19,516 | $102,604-81.0% | $86,188-77.4% | $139,434-86.0% |
| Participation rate | 45.8% | 74.5%-28.7pp | 69.0%-23.1pp | 80.3%-34.5pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,198 | $3,032-60.5% | $2,380-49.6% | $4,751-74.8% |
| Participant deferral / active EE | $4,880 | $4,676+4.4% | $3,985+22.5% | $6,710-27.3% |
| Admin fee / account holder | $5,964 | $8,657-31.1% | $6,852-13.0% | $11,403-47.7% |