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 | $11,732 | $77,899-84.9% | $149,673-92.2% | $75,163-84.4% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 22.05% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $786 | $3,137-74.9% | $4,818-83.7% | $2,670-70.6% |
| Participant deferral / active EE | $1,404 | $3,411-58.8% | $5,680-75.3% | $4,125-66.0% |
| Admin fee / account holder | $612 | $5,956-89.7% | $13,210-95.4% | $5,651-89.2% |