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 7-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 | $19,657 | $106,890-81.6% | $84,015-76.6% | $152,861-87.1% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 27.90% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,567 | $2,734-42.7% | $1,983-21.0% | $4,762-67.1% |
| Participant deferral / active EE | $5,514 | $4,011+37.5% | $3,239+70.3% | $5,850-5.7% |
| Admin fee / account holder | $1,899 | $8,285-77.1% | $6,101-68.9% | $11,596-83.6% |