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 | $22,920 | $53,127-56.9% | $86,590-73.5% | $70,131-67.3% |
| Participation rate | 51.0% | 65.3%-14.3pp | 73.5%-22.5pp | 69.5%-18.5pp |
| Annual return | 441.78% | 27.66%+414.1pp | 964.84%-523.1pp | 73.14%+368.6pp |
| Employer contribution / active EE | $1,060 | $2,068-48.7% | $2,839-62.7% | $2,342-54.7% |
| Participant deferral / active EE | $1,827 | $2,696-32.2% | $3,609-49.4% | $3,332-45.2% |
| Admin fee / account holder | $390 | $3,585-89.1% | $4,906-92.0% | $4,645-91.6% |