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 | $27,442 | $109,817-75.0% | $98,442-72.1% | $167,490-83.6% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 13.61% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $777 | $3,224-75.9% | $2,960-73.8% | $4,837-83.9% |
| Participant deferral / active EE | $1,393 | $4,673-70.2% | $4,276-67.4% | $6,341-78.0% |
| Admin fee / account holder | $2,207 | $6,753-67.3% | $5,949-62.9% | $12,309-82.1% |