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 | $9,560 | $100,852-90.5% | $90,404-89.4% | $158,922-94.0% |
| Participation rate | 34.8% | 75.0%-40.2pp | 72.7%-37.9pp | 82.0%-47.2pp |
| Annual return | 34.63% | 1724.20%-1689.6pp | 1293.02%-1258.4pp | 302.83%-268.2pp |
| Employer contribution / active EE | $438 | $3,689-88.1% | $3,262-86.6% | $4,761-90.8% |
| Participant deferral / active EE | $1,066 | $4,348-75.5% | $3,963-73.1% | $5,982-82.2% |
| Admin fee / account holder | $641 | $6,501-90.1% | $5,611-88.6% | $11,246-94.3% |