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 9-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 | $24,832 | $112,096-77.8% | $95,952-74.1% | $158,922-84.4% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 51.14% | 171.09%-120.0pp | 91.61%-40.5pp | 302.83%-251.7pp |
| Employer contribution / active EE | $1,329 | $3,198-58.5% | $2,541-47.7% | $4,761-72.1% |
| Participant deferral / active EE | $2,181 | $4,784-54.4% | $4,167-47.7% | $5,982-63.5% |
| Admin fee / account holder | $698 | $10,130-93.1% | $6,795-89.7% | $11,246-93.8% |