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 | $38,474 | $55,415-30.6% | $155,509-75.3% | $74,495-48.4% |
| Participation rate | 38.7% | 61.9%-23.2pp | 78.2%-39.5pp | 67.2%-28.5pp |
| Annual return | 14.96% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,115 | $2,267-50.8% | $4,672-76.1% | $2,623-57.5% |
| Participant deferral / active EE | $1,817 | $2,836-35.9% | $5,626-67.7% | $4,346-58.2% |
| Admin fee / account holder | $599 | $1,738-65.5% | $15,912-96.2% | $1,942-69.2% |