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 10-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 | $32,532 | $176,662-81.6% | $130,648-75.1% | $152,861-78.7% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 6.46% | 2692.24%-2685.8pp | 1708.96%-1702.5pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,131 | $5,742-80.3% | $4,092-72.4% | $4,762-76.3% |
| Participant deferral / active EE | $3,426 | $4,361-21.4% | $3,603-4.9% | $5,850-41.4% |
| Admin fee / account holder | $6,625 | $7,133-7.1% | $5,464+21.2% | $11,596-42.9% |