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 | $18,250 | $49,922-63.4% | $80,569-77.3% | $75,163-75.7% |
| Participation rate | 37.2% | 55.3%-18.1pp | 67.0%-29.8pp | 67.2%-30.0pp |
| Annual return | 17.16% | 34.69%-17.5pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $766 | $1,698-54.9% | $2,723-71.9% | $2,670-71.3% |
| Participant deferral / active EE | $1,918 | $2,990-35.8% | $4,447-56.9% | $4,125-53.5% |
| Admin fee / account holder | $729 | $3,577-79.6% | $5,377-86.4% | $5,651-87.1% |