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 | $26,388 | $95,266-72.3% | $82,389-68.0% | $142,382-81.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 15.93% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $515 | $2,991-82.8% | $2,517-79.5% | $4,299-88.0% |
| Participant deferral / active EE | $2,211 | $4,809-54.0% | $4,155-46.8% | $6,507-66.0% |
| Admin fee / account holder | $5,178 | $8,563-39.5% | $7,231-28.4% | $12,624-59.0% |