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 | $27,401 | $70,756-61.3% | $65,493-58.2% | $142,382-80.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 14.44% | 1754.89%-1740.5pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,581 | $2,881-45.1% | $2,574-38.6% | $4,299-63.2% |
| Participant deferral / active EE | $1,744 | $4,637-62.4% | $3,961-56.0% | $6,507-73.2% |
| Admin fee / account holder | $3,227 | $6,559-50.8% | $5,028-35.8% | $12,624-74.4% |