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 | $14,840 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 37.0% | 70.1%-33.0pp | 82.6%-45.6pp | 69.5%-32.4pp |
| Annual return | 31.09% | 27.32%+3.8pp | 802.84%-771.7pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,289 | $3,324-61.2% | $5,143-74.9% | $2,440-47.2% |
| Participant deferral / active EE | $1,931 | $3,260-40.8% | $5,198-62.9% | $3,607-46.5% |
| Admin fee / account holder | $1,158 | $5,884-80.3% | $13,954-91.7% | $5,124-77.4% |