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 10-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 | $13,076 | $35,183-62.8% | $73,545-82.2% | $70,131-81.4% |
| Participation rate | 23.7% | 42.9%-19.2pp | 54.9%-31.2pp | 69.5%-45.8pp |
| Annual return | 94.70% | 26.90%+67.8pp | -15.16%+109.9pp | 73.14%+21.6pp |
| Employer contribution / active EE | $326 | $709-54.0% | $1,219-73.3% | $2,342-86.1% |
| Participant deferral / active EE | $939 | $1,220-23.0% | $1,806-48.0% | $3,332-71.8% |
| Admin fee / account holder | $1,179 | $2,302-48.8% | $2,320-49.2% | $4,645-74.6% |