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 9-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 | $21,680 | $96,635-77.6% | $86,612-75.0% | $139,434-84.5% |
| Participation rate | 30.4% | 74.4%-44.0pp | 71.7%-41.3pp | 80.3%-49.9pp |
| Annual return | 19.41% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $477 | $3,263-85.4% | $3,022-84.2% | $4,751-90.0% |
| Participant deferral / active EE | $954 | $4,836-80.3% | $4,438-78.5% | $6,710-85.8% |
| Admin fee / account holder | $700 | $6,408-89.1% | $5,614-87.5% | $11,403-93.9% |