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 | $9,495 | $70,606-86.6% | $53,898-82.4% | $142,382-93.3% |
| Participation rate | 41.2% | 63.7%-22.5pp | 55.0%-13.8pp | 80.1%-38.9pp |
| Annual return | 14.17% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $325 | $1,202-73.0% | $932-65.2% | $4,299-92.4% |
| Participant deferral / active EE | $1,652 | $2,364-30.1% | $1,826-9.6% | $6,507-74.6% |
| Admin fee / account holder | $829 | $2,852-70.9% | $2,491-66.7% | $12,624-93.4% |