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 | $25,392 | $102,317-75.2% | $146,958-82.7% | $80,856-68.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.2%-37.7pp | 67.6%-23.2pp |
| Annual return | 13.07% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,060 | $6,644-38.9% | $8,070-49.7% | $4,296-5.5% |
| Admin fee / account holder | $532 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |