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 | $13,586 | $102,604-86.8% | $86,188-84.2% | $139,434-90.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 16.97% | 1922.51%-1905.5pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $830 | $3,032-72.6% | $2,380-65.1% | $4,751-82.5% |
| Participant deferral / active EE | $2,600 | $4,676-44.4% | $3,985-34.8% | $6,710-61.3% |
| Admin fee / account holder | $2,141 | $8,657-75.3% | $6,852-68.7% | $11,403-81.2% |