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 3-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 | $25,033 | $34,934-28.3% | $56,411-55.6% | $74,495-66.4% |
| Participation rate | 16.9% | 32.8%-15.9pp | 52.5%-35.5pp | 67.2%-50.3pp |
| Annual return | 14.18% | 25.94%-11.8pp | 1701.33%-1687.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $470 | $609-22.8% | $1,039-54.7% | $2,623-82.1% |
| Participant deferral / active EE | $768 | $1,170-34.4% | $1,952-60.6% | $4,346-82.3% |
| Admin fee / account holder | $2,440 | $2,364+3.2% | $2,829-13.8% | $1,942+25.6% |