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 8-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 | $30,137 | $176,377-82.9% | $134,143-77.5% | $158,922-81.0% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 17.14% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $554 | $5,040-89.0% | $3,704-85.0% | $4,761-88.4% |
| Participant deferral / active EE | $973 | $4,091-76.2% | $3,499-72.2% | $5,982-83.7% |
| Admin fee / account holder | $842 | $8,718-90.3% | $6,684-87.4% | $11,246-92.5% |