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 | $11,557 | $42,886-73.1% | $88,946-87.0% | $85,563-86.5% |
| Participation rate | 22.2% | 37.9%-15.8pp | 68.8%-46.7pp | 66.0%-43.8pp |
| Annual return | 19.42% | 44.56%-25.1pp | 57.82%-38.4pp | 31.51%-12.1pp |
| Employer contribution / active EE | $270 | $1,147-76.4% | $2,555-89.4% | $2,654-89.8% |
| Participant deferral / active EE | $761 | $2,108-63.9% | $4,581-83.4% | $4,375-82.6% |
| Admin fee / account holder | $996 | $2,263-56.0% | $8,261-87.9% | $834+19.4% |