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 | $9,429 | $24,730-61.9% | $66,042-85.7% | $84,808-88.9% |
| Participation rate | 30.0% | 68.1%-38.1pp | 67.5%-37.5pp | 68.3%-38.3pp |
| Annual return | 21.97% | 79.55%-57.6pp | 52.11%-30.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $594 | $857-30.6% | $1,579-62.4% | $2,631-77.4% |
| Participant deferral / active EE | $901 | $1,737-48.1% | $2,835-68.2% | $4,212-78.6% |
| Admin fee / account holder | $1,039 | $3,014-65.5% | $5,747-81.9% | $7,344-85.8% |