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 | $25,751 | $56,317-54.3% | $71,209-63.8% | $74,304-65.3% |
| Participation rate | 33.3% | 55.1%-21.8pp | 73.8%-40.4pp | 60.3%-27.0pp |
| Annual return | 20.01% | 42.83%-22.8pp | 282.51%-262.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $583 | $2,160-73.0% | $2,721-78.6% | $2,241-74.0% |
| Participant deferral / active EE | $1,363 | $2,788-51.1% | $4,175-67.3% | $3,767-63.8% |
| Admin fee / account holder | $1,515 | $2,290-33.9% | $5,349-71.7% | $2,969-49.0% |