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 9-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 | $65,505 | $76,738-14.6% | $56,411+16.1% | $145,922-55.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 8.67% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $546 | $1,380-60.4% | $1,039-47.4% | $4,660-88.3% |
| Participant deferral / active EE | $2,202 | $2,623-16.0% | $1,952+12.8% | $6,688-67.1% |
| Admin fee / account holder | $3,681 | $3,334+10.4% | $2,829+30.1% | $13,397-72.5% |