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 | $26,260 | $96,305-72.7% | $80,569-67.4% | $139,434-81.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.4pp | 80.3%-24.8pp |
| Annual return | 18.54% | 1350.08%-1331.5pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,454 | $3,262-55.4% | $2,723-46.6% | $4,751-69.4% |
| Participant deferral / active EE | $2,061 | $5,232-60.6% | $4,447-53.7% | $6,710-69.3% |
| Admin fee / account holder | $1,285 | $6,599-80.5% | $5,377-76.1% | $11,403-88.7% |