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 6-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 | $11,257 | $54,705-79.4% | $71,209-84.2% | $84,808-86.7% |
| Participation rate | 22.9% | 64.1%-41.2pp | 73.8%-50.8pp | 68.3%-45.4pp |
| Annual return | 16.66% | 35.90%-19.2pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $409 | $2,158-81.0% | $2,721-85.0% | $2,631-84.5% |
| Participant deferral / active EE | $1,501 | $3,030-50.5% | $4,175-64.0% | $4,212-64.3% |
| Admin fee / account holder | $1,812 | $4,863-62.7% | $5,349-66.1% | $7,344-75.3% |