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 5-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 | $16,614 | $90,348-81.6% | $75,972-78.1% | $145,922-88.6% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 12.78% | 620.88%-608.1pp | 359.55%-346.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,041 | $3,311-68.6% | $2,685-61.2% | $4,660-77.7% |
| Participant deferral / active EE | $1,691 | $5,162-67.2% | $4,255-60.3% | $6,688-74.7% |
| Admin fee / account holder | $2,787 | $8,467-67.1% | $6,467-56.9% | $13,397-79.2% |