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 3-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 | $17,148 | $54,517-68.5% | $75,972-77.4% | $74,495-77.0% |
| Participation rate | 23.5% | 60.3%-36.8pp | 69.1%-45.6pp | 67.2%-43.7pp |
| Annual return | 15.98% | 31.82%-15.8pp | 359.55%-343.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $563 | $1,777-68.3% | $2,685-79.0% | $2,623-78.5% |
| Participant deferral / active EE | $972 | $3,066-68.3% | $4,255-77.2% | $4,346-77.6% |
| Admin fee / account holder | $674 | $2,229-69.7% | $6,467-89.6% | $1,942-65.3% |