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 | $15,576 | $39,019-60.1% | $80,716-80.7% | $85,850-81.9% |
| Participation rate | 37.5% | 41.5%-4.0pp | 54.2%-16.7pp | 69.3%-31.8pp |
| Annual return | 11.89% | 26.27%-14.4pp | 87.28%-75.4pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,007 | $722+39.4% | $1,160-13.2% | $2,565-60.8% |
| Participant deferral / active EE | $1,352 | $1,326+2.0% | $2,146-37.0% | $3,952-65.8% |
| Admin fee / account holder | $651 | $2,431-73.2% | $3,380-80.7% | $6,260-89.6% |