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 | $3,431 | $29,660-88.4% | $56,411-93.9% | $80,856-95.8% |
| Participation rate | 69.7% | 41.6%+28.1pp | 52.5%+17.3pp | 67.6%+2.1pp |
| Annual return | 15.04% | 35.23%-20.2pp | 1701.33%-1686.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $892 | $669+33.2% | $1,039-14.1% | $2,755-67.6% |
| Participant deferral / active EE | $1,241 | $1,226+1.2% | $1,952-36.4% | $4,296-71.1% |
| Admin fee / account holder | $802 | $2,428-67.0% | $2,829-71.7% | $6,918-88.4% |