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 5-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 | $12,782 | $76,738-83.3% | $56,411-77.3% | $145,922-91.2% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 10.58% | 2994.23%-2983.6pp | 1701.33%-1690.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,394 | $1,380+1.0% | $1,039+34.2% | $4,660-70.1% |
| Participant deferral / active EE | $3,194 | $2,623+21.8% | $1,952+63.6% | $6,688-52.2% |
| Admin fee / account holder | $8,113 | $3,334+143.4% | $2,829+186.8% | $13,397-39.4% |