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 6-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 | $18,215 | $55,415-67.1% | $155,509-88.3% | $74,495-75.5% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.7pp | 67.2%-41.7pp |
| Annual return | 14.45% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $453 | $2,267-80.0% | $4,672-90.3% | $2,623-82.7% |
| Participant deferral / active EE | $1,455 | $2,836-48.7% | $5,626-74.1% | $4,346-66.5% |
| Admin fee / account holder | $2,318 | $1,738+33.3% | $15,912-85.4% | $1,942+19.4% |