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 | $42,351 | $70,756-40.1% | $65,493-35.3% | $142,382-70.3% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 13.74% | 1754.89%-1741.2pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $546 | $2,881-81.1% | $2,574-78.8% | $4,299-87.3% |
| Participant deferral / active EE | $1,076 | $4,637-76.8% | $3,961-72.8% | $6,507-83.5% |
| Admin fee / account holder | $1,700 | $6,559-74.1% | $5,028-66.2% | $12,624-86.5% |