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 4-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 | $30,680 | $156,846-80.4% | $121,098-74.7% | $139,434-78.0% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 28.01% | 1474.56%-1446.5pp | 985.75%-957.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $667 | $5,536-88.0% | $4,164-84.0% | $4,751-86.0% |
| Participant deferral / active EE | $5,268 | $4,844+8.7% | $4,080+29.1% | $6,710-21.5% |
| Admin fee / account holder | $582 | $6,946-91.6% | $5,644-89.7% | $11,403-94.9% |