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 | $25,873 | $96,635-73.2% | $86,612-70.1% | $139,434-81.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 21.38% | 106.41%-85.0pp | 591.07%-569.7pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,220 | $3,263-62.6% | $3,022-59.6% | $4,751-74.3% |
| Participant deferral / active EE | $3,581 | $4,836-25.9% | $4,438-19.3% | $6,710-46.6% |
| Admin fee / account holder | $1,069 | $6,408-83.3% | $5,614-81.0% | $11,403-90.6% |