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 8-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 | $18,196 | $158,398-88.5% | $126,539-85.6% | $142,382-87.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 23.15% | 593.76%-570.6pp | 425.95%-402.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $981 | $4,650-78.9% | $3,674-73.3% | $4,299-77.2% |
| Participant deferral / active EE | $1,726 | $4,767-63.8% | $4,083-57.7% | $6,507-73.5% |
| Admin fee / account holder | $535 | $6,918-92.3% | $6,065-91.2% | $12,624-95.8% |