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 | $7,578 | $88,751-91.5% | $81,812-90.7% | $145,922-94.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.66% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $397 | $3,083-87.1% | $2,912-86.4% | $4,660-91.5% |
| Participant deferral / active EE | $1,922 | $4,643-58.6% | $4,319-55.5% | $6,688-71.3% |
| Admin fee / account holder | $625 | $8,415-92.6% | $7,386-91.5% | $13,397-95.3% |