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 | $16,723 | $34,308-51.3% | $74,701-77.6% | $72,985-77.1% |
| Participation rate | 57.6% | 42.4%+15.2pp | 54.5%+3.1pp | 69.5%-11.9pp |
| Annual return | 24.21% | 26.58%-2.4pp | 752.92%-728.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $856 | $692+23.7% | $1,084-21.0% | $2,440-64.9% |
| Participant deferral / active EE | $2,035 | $1,271+60.1% | $1,964+3.7% | $3,607-43.6% |
| Admin fee / account holder | $392 | $2,124-81.5% | $3,333-88.2% | $5,124-92.4% |