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 | $14,591 | $99,020-85.3% | $86,590-83.1% | $147,584-90.1% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 17.53% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,331 | $3,132-57.5% | $2,839-53.1% | $4,876-72.7% |
| Participant deferral / active EE | $6,346 | $3,972+59.8% | $3,609+75.9% | $5,439+16.7% |
| Admin fee / account holder | $1,595 | $5,710-72.1% | $4,906-67.5% | $10,885-85.3% |