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 | $22,918 | $169,032-86.4% | $129,207-82.3% | $145,922-84.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.52% | 14330.11%-14317.6pp | 9417.33%-9404.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $660 | $5,537-88.1% | $4,153-84.1% | $4,660-85.8% |
| Participant deferral / active EE | $1,628 | $4,987-67.4% | $4,168-60.9% | $6,688-75.7% |
| Admin fee / account holder | $8,604 | $9,954-13.6% | $7,715+11.5% | $13,397-35.8% |