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 7-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 | $27,711 | $156,846-82.3% | $121,098-77.1% | $139,434-80.1% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 20.18% | 1474.56%-1454.4pp | 985.75%-965.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,277 | $5,536-76.9% | $4,164-69.3% | $4,751-73.1% |
| Participant deferral / active EE | $2,278 | $4,844-53.0% | $4,080-44.2% | $6,710-66.0% |
| Admin fee / account holder | $1,263 | $6,946-81.8% | $5,644-77.6% | $11,403-88.9% |