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 7-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 | $26,540 | $106,515-75.1% | $96,683-72.5% | $139,434-81.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 92.78% | 38.43%+54.4pp | 35.69%+57.1pp | 372.94%-280.2pp |
| Employer contribution / active EE | $923 | $4,103-77.5% | $3,737-75.3% | $4,751-80.6% |
| Participant deferral / active EE | $1,487 | $5,454-72.7% | $4,878-69.5% | $6,710-77.8% |
| Admin fee / account holder | $2,430 | $7,877-69.1% | $6,730-63.9% | $11,403-78.7% |