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 6-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 | $34,514 | $55,415-37.7% | $155,509-77.8% | $74,495-53.7% |
| Participation rate | 19.8% | 61.9%-42.1pp | 78.2%-58.4pp | 67.2%-47.4pp |
| Annual return | 17.16% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $576 | $2,267-74.6% | $4,672-87.7% | $2,623-78.0% |
| Participant deferral / active EE | $1,083 | $2,836-61.8% | $5,626-80.8% | $4,346-75.1% |
| Admin fee / account holder | $808 | $1,738-53.5% | $15,912-94.9% | $1,942-58.4% |