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 | $13,853 | $62,573-77.9% | $85,682-83.8% | $85,850-83.9% |
| Participation rate | 50.9% | 61.1%-10.3pp | 69.9%-19.0pp | 69.3%-18.4pp |
| Annual return | 82.88% | 23.77%+59.1pp | 21.49%+61.4pp | 318.53%-235.6pp |
| Employer contribution / active EE | $724 | $1,757-58.8% | $2,618-72.4% | $2,565-71.8% |
| Participant deferral / active EE | $1,903 | $2,802-32.1% | $3,923-51.5% | $3,952-51.8% |
| Admin fee / account holder | $1,180 | $4,640-74.6% | $6,873-82.8% | $6,260-81.2% |