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 | $16,578 | $73,515-77.4% | $62,995-73.7% | $147,584-88.8% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.8%-27.4pp | 82.8%-35.5pp |
| Annual return | 17.18% | 175.43%-158.2pp | 87.57%-70.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $998 | $3,320-69.9% | $2,759-63.8% | $4,876-79.5% |
| Participant deferral / active EE | $2,029 | $4,185-51.5% | $3,329-39.0% | $5,439-62.7% |
| Admin fee / account holder | $360 | $5,953-93.9% | $3,600-90.0% | $10,885-96.7% |