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 | $23,719 | $72,400-67.2% | $67,502-64.9% | $145,922-83.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 10.17% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $650 | $3,069-78.8% | $2,731-76.2% | $4,660-86.1% |
| Participant deferral / active EE | $5,342 | $4,783+11.7% | $4,000+33.5% | $6,688-20.1% |
| Admin fee / account holder | $342 | $5,539-93.8% | $3,998-91.4% | $13,397-97.4% |