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 | $2,638 | $30,400-91.3% | $53,898-95.1% | $84,808-96.9% |
| Participation rate | 54.1% | 46.4%+7.6pp | 55.0%-0.9pp | 68.3%-14.3pp |
| Annual return | 25.32% | 500.19%-474.9pp | 528.60%-503.3pp | 40.90%-15.6pp |
| Employer contribution / active EE | $292 | $603-51.6% | $932-68.7% | $2,631-88.9% |
| Participant deferral / active EE | $318 | $1,199-73.5% | $1,826-82.6% | $4,212-92.5% |
| Admin fee / account holder | $336 | $1,993-83.1% | $2,491-86.5% | $7,344-95.4% |