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 | $19,704 | $77,899-74.7% | $149,673-86.8% | $75,163-73.8% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 18.36% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $642 | $3,137-79.5% | $4,818-86.7% | $2,670-76.0% |
| Participant deferral / active EE | $1,926 | $3,411-43.5% | $5,680-66.1% | $4,125-53.3% |
| Admin fee / account holder | $1,830 | $5,956-69.3% | $13,210-86.2% | $5,651-67.6% |