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 3-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 | $9,920 | $72,400-86.3% | $67,502-85.3% | $145,922-93.2% |
| Participation rate | 42.1% | 76.9%-34.7pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 18.78% | 7182.46%-7163.7pp | 3512.12%-3493.3pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,069 | $3,069-65.2% | $2,731-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $1,344 | $4,783-71.9% | $4,000-66.4% | $6,688-79.9% |
| Admin fee / account holder | $1,176 | $5,539-78.8% | $3,998-70.6% | $13,397-91.2% |