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 9-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 | $21,082 | $124,185-83.0% | $108,410-80.6% | $167,490-87.4% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 15.79% | 1379.64%-1363.9pp | 905.27%-889.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,245 | $4,187-46.4% | $3,558-36.9% | $4,837-53.6% |
| Participant deferral / active EE | $3,105 | $6,908-55.1% | $6,563-52.7% | $6,341-51.0% |
| Admin fee / account holder | $5,121 | $9,455-45.8% | $7,295-29.8% | $12,309-58.4% |