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 5-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 | $24,120 | $81,625-70.4% | $58,482-58.8% | $139,434-82.7% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 27.50% | 7404.20%-7376.7pp | 4239.32%-4211.8pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,661 | $1,398+18.8% | $1,053+57.7% | $4,751-65.0% |
| Participant deferral / active EE | $2,935 | $2,557+14.8% | $1,924+52.6% | $6,710-56.3% |
| Admin fee / account holder | $872 | $3,265-73.3% | $2,516-65.3% | $11,403-92.4% |