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 | $13,356 | $30,400-56.1% | $53,898-75.2% | $84,808-84.3% |
| Participation rate | 61.7% | 46.4%+15.2pp | 55.0%+6.7pp | 68.3%-6.6pp |
| Annual return | 18.52% | 500.19%-481.7pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,450 | $603+140.7% | $932+55.6% | $2,631-44.9% |
| Participant deferral / active EE | $1,607 | $1,199+34.0% | $1,826-12.0% | $4,212-61.9% |
| Admin fee / account holder | $1,735 | $1,993-12.9% | $2,491-30.3% | $7,344-76.4% |