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 | $35,402 | $99,020-64.2% | $86,590-59.1% | $147,584-76.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 18.86% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $426 | $3,132-86.4% | $2,839-85.0% | $4,876-91.3% |
| Participant deferral / active EE | $995 | $3,972-75.0% | $3,609-72.4% | $5,439-81.7% |
| Admin fee / account holder | $7,436 | $5,710+30.2% | $4,906+51.6% | $10,885-31.7% |