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 | $17,333 | $90,348-80.8% | $75,972-77.2% | $145,922-88.1% |
| Participation rate | 42.1% | 74.5%-32.3pp | 69.1%-26.9pp | 80.3%-38.2pp |
| Annual return | 14.78% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $600 | $3,311-81.9% | $2,685-77.6% | $4,660-87.1% |
| Participant deferral / active EE | $2,140 | $5,162-58.5% | $4,255-49.7% | $6,688-68.0% |
| Admin fee / account holder | $4,705 | $8,467-44.4% | $6,467-27.2% | $13,397-64.9% |