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 | $28,084 | $169,032-83.4% | $129,207-78.3% | $145,922-80.8% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 14.37% | 14330.11%-14315.7pp | 9417.33%-9403.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,602 | $5,537-53.0% | $4,153-37.3% | $4,660-44.2% |
| Participant deferral / active EE | $4,207 | $4,987-15.6% | $4,168+0.9% | $6,688-37.1% |
| Admin fee / account holder | $797 | $9,954-92.0% | $7,715-89.7% | $13,397-94.0% |