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 6-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 | $47,900 | $101,317-52.7% | $146,958-67.4% | $74,495-35.7% |
| Participation rate | 58.4% | 75.5%-17.1pp | 82.2%-23.7pp | 67.2%-8.8pp |
| Annual return | 16.91% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,033 | $7,303-44.8% | $8,070-50.0% | $4,346-7.2% |
| Admin fee / account holder | $1,346 | $1,739-22.6% | $12,998-89.6% | $1,942-30.7% |