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 3-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 | $9,097 | $31,310-70.9% | $53,898-83.1% | $74,304-87.8% |
| Participation rate | 28.5% | 30.7%-2.2pp | 55.0%-26.5pp | 60.3%-31.9pp |
| Annual return | 24.27% | 23.16%+1.1pp | 528.60%-504.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $514 | $450+14.3% | $932-44.8% | $2,241-77.1% |
| Participant deferral / active EE | $955 | $934+2.2% | $1,826-47.7% | $3,767-74.7% |
| Admin fee / account holder | $1,514 | $2,175-30.4% | $2,491-39.2% | $2,969-49.0% |