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 | $46,466 | $110,257-57.9% | $96,544-51.9% | $139,434-66.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 35.47% | 26.32%+9.2pp | 25.84%+9.6pp | 372.94%-337.5pp |
| Employer contribution / active EE | $5,449 | $3,620+50.5% | $2,965+83.8% | $4,751+14.7% |
| Participant deferral / active EE | $8,972 | $5,548+61.7% | $4,851+85.0% | $6,710+33.7% |
| Admin fee / account holder | $1,034 | $11,591-91.1% | $8,252-87.5% | $11,403-90.9% |