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 | $15,650 | $81,625-80.8% | $58,482-73.2% | $139,434-88.8% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 22.64% | 7404.20%-7381.6pp | 4239.32%-4216.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $290 | $1,398-79.3% | $1,053-72.5% | $4,751-93.9% |
| Participant deferral / active EE | $2,384 | $2,557-6.8% | $1,924+23.9% | $6,710-64.5% |
| Admin fee / account holder | $468 | $3,265-85.7% | $2,516-81.4% | $11,403-95.9% |