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 | $29,798 | $104,486-71.5% | $76,817-61.2% | $152,861-80.5% |
| Participation rate | 36.4% | 76.6%-40.2pp | 72.1%-35.7pp | 82.4%-46.1pp |
| Annual return | 17.31% | 1013.37%-996.1pp | 1166.11%-1148.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $883 | $3,116-71.6% | $2,302-61.6% | $4,762-81.5% |
| Participant deferral / active EE | $4,146 | $4,236-2.1% | $3,336+24.3% | $5,850-29.1% |
| Admin fee / account holder | $546 | $12,275-95.5% | $6,420-91.5% | $11,596-95.3% |