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 | $7,821 | $34,308-77.2% | $74,701-89.5% | $72,985-89.3% |
| Participation rate | 68.8% | 42.4%+26.4pp | 54.5%+14.3pp | 69.5%-0.7pp |
| Annual return | 31.43% | 26.58%+4.8pp | 752.92%-721.5pp | 81.00%-49.6pp |
| Employer contribution / active EE | $318 | $692-54.0% | $1,084-70.6% | $2,440-86.9% |
| Participant deferral / active EE | $701 | $1,271-44.9% | $1,964-64.3% | $3,607-80.6% |
| Admin fee / account holder | $389 | $2,124-81.7% | $3,333-88.3% | $5,124-92.4% |