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 9-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 | $25,192 | $114,047-77.9% | $96,139-73.8% | $167,490-85.0% |
| Participation rate | 65.2% | 75.1%-9.8pp | 68.4%-3.2pp | 82.1%-16.9pp |
| Annual return | 15.42% | 189.88%-174.5pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,138 | $3,427-66.8% | $2,797-59.3% | $4,837-76.5% |
| Participant deferral / active EE | $1,478 | $5,194-71.5% | $4,349-66.0% | $6,341-76.7% |
| Admin fee / account holder | $1,149 | $6,897-83.3% | $5,537-79.2% | $12,309-90.7% |