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 | $22,099 | $100,852-78.1% | $90,404-75.6% | $158,922-86.1% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.7%-37.4pp | 82.0%-46.7pp |
| Annual return | 26.72% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,118 | $3,689-69.7% | $3,262-65.7% | $4,761-76.5% |
| Participant deferral / active EE | $1,118 | $4,348-74.3% | $3,963-71.8% | $5,982-81.3% |
| Admin fee / account holder | $6,428 | $6,501-1.1% | $5,611+14.6% | $11,246-42.8% |