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 | $29,653 | $90,348-67.2% | $75,972-61.0% | $145,922-79.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 11.90% | 620.88%-609.0pp | 359.55%-347.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,025 | $3,311-38.8% | $2,685-24.6% | $4,660-56.5% |
| Participant deferral / active EE | $2,688 | $5,162-47.9% | $4,255-36.8% | $6,688-59.8% |
| Admin fee / account holder | $323 | $8,467-96.2% | $6,467-95.0% | $13,397-97.6% |