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 | $69,150 | $102,604-32.6% | $86,188-19.8% | $139,434-50.4% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.0%-3.7pp | 80.3%-15.1pp |
| Annual return | 10.39% | 1922.51%-1912.1pp | 1168.45%-1158.1pp | 372.94%-362.5pp |
| Employer contribution / active EE | $855 | $3,032-71.8% | $2,380-64.1% | $4,751-82.0% |
| Participant deferral / active EE | $3,963 | $4,676-15.2% | $3,985-0.6% | $6,710-40.9% |
| Admin fee / account holder | $13,833 | $8,657+59.8% | $6,852+101.9% | $11,403+21.3% |