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 3-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 | $37,335 | $169,032-77.9% | $129,207-71.1% | $145,922-74.4% |
| Participation rate | 31.6% | 76.4%-44.9pp | 69.6%-38.0pp | 80.3%-48.7pp |
| Annual return | 13.33% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,495 | $5,537-73.0% | $4,153-64.0% | $4,660-67.9% |
| Participant deferral / active EE | $3,764 | $4,987-24.5% | $4,168-9.7% | $6,688-43.7% |
| Admin fee / account holder | $1,971 | $9,954-80.2% | $7,715-74.4% | $13,397-85.3% |