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 | $9,998 | $70,606-85.8% | $53,898-81.5% | $142,382-93.0% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 15.97% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $687 | $1,202-42.9% | $932-26.3% | $4,299-84.0% |
| Participant deferral / active EE | $1,531 | $2,364-35.2% | $1,826-16.2% | $6,507-76.5% |
| Admin fee / account holder | $845 | $2,852-70.4% | $2,491-66.1% | $12,624-93.3% |