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 | $31,193 | $185,200-83.2% | $142,863-78.2% | $167,490-81.4% |
| Participation rate | 21.1% | 78.4%-57.4pp | 71.9%-50.9pp | 82.1%-61.1pp |
| Annual return | 33.09% | 8555.70%-8522.6pp | 5637.54%-5604.4pp | 478.56%-445.5pp |
| Employer contribution / active EE | $339 | $5,604-94.0% | $4,144-91.8% | $4,837-93.0% |
| Participant deferral / active EE | $988 | $4,494-78.0% | $3,837-74.3% | $6,341-84.4% |
| Admin fee / account holder | $4,905 | $8,031-38.9% | $6,560-25.2% | $12,309-60.2% |