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 3-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 | $24,795 | $173,345-85.7% | $136,007-81.8% | $145,922-83.0% |
| Participation rate | 63.6% | 80.5%-16.8pp | 76.5%-12.8pp | 80.3%-16.6pp |
| Annual return | 17.53% | 1163.32%-1145.8pp | 579.32%-561.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,467 | $5,278-72.2% | $4,217-65.2% | $4,660-68.5% |
| Participant deferral / active EE | $5,122 | $8,699-41.1% | $7,025-27.1% | $6,688-23.4% |
| Admin fee / account holder | $2,430 | $9,954-75.6% | $6,858-64.6% | $13,397-81.9% |