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 | $18,132 | $73,515-75.3% | $62,995-71.2% | $147,584-87.7% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.8%-36.7pp | 82.8%-44.7pp |
| Annual return | 16.19% | 175.43%-159.2pp | 87.57%-71.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $331 | $3,320-90.0% | $2,759-88.0% | $4,876-93.2% |
| Participant deferral / active EE | $1,050 | $4,185-74.9% | $3,329-68.4% | $5,439-80.7% |
| Admin fee / account holder | $3,272 | $5,953-45.0% | $3,600-9.1% | $10,885-69.9% |