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 | $31,950 | $58,927-45.8% | $76,817-58.4% | $72,985-56.2% |
| Participation rate | 26.0% | 67.3%-41.3pp | 72.1%-46.1pp | 69.5%-43.5pp |
| Annual return | 23.34% | 2305.64%-2282.3pp | 1166.11%-1142.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $779 | $1,787-56.4% | $2,302-66.2% | $2,440-68.1% |
| Participant deferral / active EE | $1,370 | $2,690-49.1% | $3,336-58.9% | $3,607-62.0% |
| Admin fee / account holder | $1,025 | $4,013-74.4% | $6,420-84.0% | $5,124-80.0% |