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 | $28,544 | $96,305-70.4% | $80,569-64.6% | $139,434-79.5% |
| Participation rate | 52.2% | 73.6%-21.5pp | 67.0%-14.8pp | 80.3%-28.1pp |
| Annual return | 22.10% | 1350.08%-1328.0pp | 935.43%-913.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,554 | $3,262-52.4% | $2,723-42.9% | $4,751-67.3% |
| Participant deferral / active EE | $3,512 | $5,232-32.9% | $4,447-21.0% | $6,710-47.7% |
| Admin fee / account holder | $377 | $6,599-94.3% | $5,377-93.0% | $11,403-96.7% |