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 9-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 | $13,748 | $61,272-77.6% | $149,673-90.8% | $71,457-80.8% |
| Participation rate | 65.0% | 62.5%+2.5pp | 78.8%-13.8pp | 67.9%-3.0pp |
| Annual return | 29.89% | 35.85%-6.0pp | 134.42%-104.5pp | 28.85%+1.0pp |
| Employer contribution / active EE | $940 | $2,378-60.5% | $4,818-80.5% | $2,588-63.7% |
| Participant deferral / active EE | $885 | $2,917-69.7% | $5,680-84.4% | $4,289-79.4% |
| Admin fee / account holder | $385 | $1,261-69.5% | $13,210-97.1% | $1,587-75.7% |