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 3-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 | $13,345 | $70,606-81.1% | $53,898-75.2% | $142,382-90.6% |
| Participation rate | 68.4% | 63.7%+4.7pp | 55.0%+13.5pp | 80.1%-11.7pp |
| Annual return | 372.72% | 619.81%-247.1pp | 528.60%-155.9pp | 217.08%+155.6pp |
| Employer contribution / active EE | $1,336 | $1,202+11.1% | $932+43.3% | $4,299-68.9% |
| Participant deferral / active EE | $1,615 | $2,364-31.7% | $1,826-11.6% | $6,507-75.2% |
| Admin fee / account holder | $922 | $2,852-67.7% | $2,491-63.0% | $12,624-92.7% |