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 | $20,253 | $100,852-79.9% | $90,404-77.6% | $158,922-87.3% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.7%-16.2pp | 82.0%-25.4pp |
| Annual return | 27.57% | 1724.20%-1696.6pp | 1293.02%-1265.4pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,180 | $3,689-68.0% | $3,262-63.8% | $4,761-75.2% |
| Participant deferral / active EE | $3,777 | $4,348-13.1% | $3,963-4.7% | $5,982-36.9% |
| Admin fee / account holder | $988 | $6,501-84.8% | $5,611-82.4% | $11,246-91.2% |