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 | $1,513 | $30,400-95.0% | $53,898-97.2% | $84,808-98.2% |
| Participation rate | 67.7% | 46.4%+21.3pp | 55.0%+12.8pp | 68.3%-0.6pp |
| Annual return | 14.56% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $359 | $603-40.5% | $932-61.5% | $2,631-86.4% |
| Participant deferral / active EE | $409 | $1,199-65.9% | $1,826-77.6% | $4,212-90.3% |
| Admin fee / account holder | $725 | $1,993-63.6% | $2,491-70.9% | $7,344-90.1% |