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 | $19,072 | $70,606-73.0% | $53,898-64.6% | $142,382-86.6% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 18.34% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $244 | $1,202-79.7% | $932-73.8% | $4,299-94.3% |
| Participant deferral / active EE | $744 | $2,364-68.5% | $1,826-59.3% | $6,507-88.6% |
| Admin fee / account holder | $700 | $2,852-75.5% | $2,491-71.9% | $12,624-94.5% |