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 | $19,101 | $95,416-80.0% | $185,823-89.7% | $85,850-77.8% |
| Participation rate | 50.8% | 68.8%-17.9pp | 81.7%-30.9pp | 69.3%-18.5pp |
| Annual return | 42.86% | 23.59%+19.3pp | 122.05%-79.2pp | 318.53%-275.7pp |
| Employer contribution / active EE | $1,327 | $3,314-60.0% | $5,167-74.3% | $2,565-48.3% |
| Participant deferral / active EE | $1,999 | $3,423-41.6% | $5,568-64.1% | $3,952-49.4% |
| Admin fee / account holder | $370 | $7,213-94.9% | $16,237-97.7% | $6,260-94.1% |