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 | $51,255 | $81,625-37.2% | $58,482-12.4% | $139,434-63.2% |
| Participation rate | 10.5% | 61.3%-50.8pp | 50.9%-40.3pp | 80.3%-69.8pp |
| Annual return | 27.99% | 7404.20%-7376.2pp | 4239.32%-4211.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $464 | $1,398-66.8% | $1,053-56.0% | $4,751-90.2% |
| Participant deferral / active EE | $1,801 | $2,557-29.6% | $1,924-6.4% | $6,710-73.2% |
| Admin fee / account holder | $1,568 | $3,265-52.0% | $2,516-37.7% | $11,403-86.2% |