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 | $4,356 | $22,587-80.7% | $65,255-93.3% | $75,163-94.2% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 49.01% | 71.03%-22.0pp | 47.35%+1.7pp | 160.62%-111.6pp |
| Employer contribution / active EE | $621 | $941-34.0% | $1,691-63.3% | $2,670-76.7% |
| Participant deferral / active EE | $1,230 | $1,695-27.5% | $2,831-56.6% | $4,125-70.2% |
| Admin fee / account holder | $395 | $1,876-78.9% | $4,112-90.4% | $5,651-93.0% |