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 | $16,003 | $100,852-84.1% | $90,404-82.3% | $158,922-89.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 26.85% | 1724.20%-1697.4pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $912 | $3,689-75.3% | $3,262-72.1% | $4,761-80.9% |
| Participant deferral / active EE | $3,354 | $4,348-22.9% | $3,963-15.4% | $5,982-43.9% |
| Admin fee / account holder | $398 | $6,501-93.9% | $5,611-92.9% | $11,246-96.5% |