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 | $26,324 | $100,852-73.9% | $90,404-70.9% | $158,922-83.4% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | 22.28% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,368 | $3,689-62.9% | $3,262-58.1% | $4,761-71.3% |
| Participant deferral / active EE | $4,811 | $4,348+10.6% | $3,963+21.4% | $5,982-19.6% |
| Admin fee / account holder | $561 | $6,501-91.4% | $5,611-90.0% | $11,246-95.0% |