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 10-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 | $16,682 | $108,172-84.6% | $77,482-78.5% | $158,922-89.5% |
| Participation rate | 6.7% | 64.4%-57.8pp | 54.2%-47.5pp | 82.0%-75.3pp |
| Annual return | 10.88% | 31.67%-20.8pp | 54.79%-43.9pp | 302.83%-291.9pp |
| Employer contribution / active EE | $248 | $1,325-81.3% | $986-74.9% | $4,761-94.8% |
| Participant deferral / active EE | $310 | $2,456-87.4% | $1,861-83.3% | $5,982-94.8% |
| Admin fee / account holder | $1,003 | $3,708-72.9% | $2,858-64.9% | $11,246-91.1% |