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 | $37,903 | $31,310+21.1% | $53,898-29.7% | $74,304-49.0% |
| Participation rate | 11.9% | 30.7%-18.8pp | 55.0%-43.1pp | 60.3%-48.5pp |
| Annual return | 19.86% | 23.16%-3.3pp | 528.60%-508.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $156 | $450-65.2% | $932-83.2% | $2,241-93.0% |
| Participant deferral / active EE | $431 | $934-53.9% | $1,826-76.4% | $3,767-88.6% |
| Admin fee / account holder | $1,782 | $2,175-18.1% | $2,491-28.4% | $2,969-40.0% |