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 8-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 | $39,761 | $34,934+13.8% | $56,411-29.5% | $74,495-46.6% |
| Participation rate | 22.3% | 32.8%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 11.69% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $194 | $609-68.1% | $1,039-81.3% | $2,623-92.6% |
| Participant deferral / active EE | $813 | $1,170-30.5% | $1,952-58.3% | $4,346-81.3% |
| Admin fee / account holder | $5,257 | $2,364+122.4% | $2,829+85.8% | $1,942+170.7% |