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 6-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 | $18,495 | $55,415-66.6% | $155,509-88.1% | $74,495-75.2% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.4pp | 67.2%-22.5pp |
| Annual return | 12.20% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $900 | $2,267-60.3% | $4,672-80.7% | $2,623-65.7% |
| Participant deferral / active EE | $1,519 | $2,836-46.4% | $5,626-73.0% | $4,346-65.0% |
| Admin fee / account holder | $3,111 | $1,738+79.0% | $15,912-80.5% | $1,942+60.2% |