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 8-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 | $22,440 | $100,852-77.7% | $90,404-75.2% | $158,922-85.9% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 28.35% | 1724.20%-1695.9pp | 1293.02%-1264.7pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,285 | $3,689-65.2% | $3,262-60.6% | $4,761-73.0% |
| Participant deferral / active EE | $3,279 | $4,348-24.6% | $3,963-17.3% | $5,982-45.2% |
| Admin fee / account holder | $343 | $6,501-94.7% | $5,611-93.9% | $11,246-96.9% |