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 | $34,895 | $70,756-50.7% | $65,493-46.7% | $142,382-75.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 18.37% | 1754.89%-1736.5pp | 982.45%-964.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,662 | $2,881-42.3% | $2,574-35.5% | $4,299-61.4% |
| Participant deferral / active EE | $3,828 | $4,637-17.4% | $3,961-3.4% | $6,507-41.2% |
| Admin fee / account holder | $1,540 | $6,559-76.5% | $5,028-69.4% | $12,624-87.8% |