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 | $18,281 | $123,909-85.2% | $69,647-73.8% | $145,922-87.5% |
| Participation rate | 20.0% | 69.2%-49.2pp | 66.5%-46.5pp | 80.3%-60.3pp |
| Annual return | 6.99% | 190.55%-183.6pp | 100.48%-93.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $616 | $2,682-77.0% | $1,712-64.1% | $4,660-86.8% |
| Participant deferral / active EE | $1,523 | $4,236-64.1% | $2,886-47.2% | $6,688-77.2% |
| Admin fee / account holder | $4,812 | $7,863-38.8% | $4,713+2.1% | $13,397-64.1% |