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 5-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 | $24,947 | $96,305-74.1% | $80,569-69.0% | $139,434-82.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 20.21% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,898 | $3,262-41.8% | $2,723-30.3% | $4,751-60.0% |
| Participant deferral / active EE | $4,032 | $5,232-22.9% | $4,447-9.3% | $6,710-39.9% |
| Admin fee / account holder | $799 | $6,599-87.9% | $5,377-85.1% | $11,403-93.0% |