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 | $10,329 | $31,310-67.0% | $53,898-80.8% | $74,304-86.1% |
| Participation rate | 30.4% | 30.7%-0.3pp | 55.0%-24.5pp | 60.3%-29.9pp |
| Annual return | 14.57% | 23.16%-8.6pp | 528.60%-514.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $267 | $450-40.7% | $932-71.4% | $2,241-88.1% |
| Participant deferral / active EE | $954 | $934+2.1% | $1,826-47.8% | $3,767-74.7% |
| Admin fee / account holder | $4,050 | $2,175+86.2% | $2,491+62.6% | $2,969+36.4% |