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 7-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 | $18,689 | $76,738-75.6% | $56,411-66.9% | $145,922-87.2% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 28.85% | 2994.23%-2965.4pp | 1701.33%-1672.5pp | 561.29%-532.4pp |
| Employer contribution / active EE | $324 | $1,380-76.5% | $1,039-68.8% | $4,660-93.1% |
| Participant deferral / active EE | $327 | $2,623-87.5% | $1,952-83.2% | $6,688-95.1% |
| Admin fee / account holder | $2,154 | $3,334-35.4% | $2,829-23.9% | $13,397-83.9% |