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 | $18,904 | $34,934-45.9% | $56,411-66.5% | $74,495-74.6% |
| Participation rate | 28.3% | 32.8%-4.5pp | 52.5%-24.1pp | 67.2%-38.9pp |
| Annual return | 14.33% | 25.94%-11.6pp | 1701.33%-1687.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $524 | $609-13.9% | $1,039-49.5% | $2,623-80.0% |
| Participant deferral / active EE | $632 | $1,170-46.0% | $1,952-67.6% | $4,346-85.5% |
| Admin fee / account holder | $4,356 | $2,364+84.3% | $2,829+54.0% | $1,942+124.3% |