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 | $14,999 | $88,751-83.1% | $81,812-81.7% | $145,922-89.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 17.45% | 1025.40%-1008.0pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,753 | $3,083-43.1% | $2,912-39.8% | $4,660-62.4% |
| Participant deferral / active EE | $3,939 | $4,643-15.2% | $4,319-8.8% | $6,688-41.1% |
| Admin fee / account holder | $481 | $8,415-94.3% | $7,386-93.5% | $13,397-96.4% |