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 | $15,167 | $124,185-87.8% | $108,410-86.0% | $167,490-90.9% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 11.08% | 1379.64%-1368.6pp | 905.27%-894.2pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,435 | $4,187-65.7% | $3,558-59.7% | $4,837-70.3% |
| Participant deferral / active EE | $2,527 | $6,908-63.4% | $6,563-61.5% | $6,341-60.1% |
| Admin fee / account holder | $7,564 | $9,455-20.0% | $7,295+3.7% | $12,309-38.6% |