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 8-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 | $22,130 | $77,899-71.6% | $149,673-85.2% | $75,163-70.6% |
| Participation rate | 45.1% | 65.6%-20.5pp | 78.8%-33.6pp | 67.2%-22.1pp |
| Annual return | 21.01% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $632 | $3,137-79.8% | $4,818-86.9% | $2,670-76.3% |
| Participant deferral / active EE | $1,678 | $3,411-50.8% | $5,680-70.5% | $4,125-59.3% |
| Admin fee / account holder | $2,245 | $5,956-62.3% | $13,210-83.0% | $5,651-60.3% |