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 | $19,059 | $96,305-80.2% | $80,569-76.3% | $139,434-86.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 21.08% | 1350.08%-1329.0pp | 935.43%-914.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,253 | $3,262-30.9% | $2,723-17.3% | $4,751-52.6% |
| Participant deferral / active EE | $2,985 | $5,232-42.9% | $4,447-32.9% | $6,710-55.5% |
| Admin fee / account holder | $1,607 | $6,599-75.6% | $5,377-70.1% | $11,403-85.9% |