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 | $22,422 | $49,922-55.1% | $80,569-72.2% | $75,163-70.2% |
| Participation rate | 28.7% | 55.3%-26.6pp | 67.0%-38.3pp | 67.2%-38.5pp |
| Annual return | 26.13% | 34.69%-8.6pp | 935.43%-909.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $778 | $1,698-54.2% | $2,723-71.4% | $2,670-70.9% |
| Participant deferral / active EE | $1,018 | $2,990-66.0% | $4,447-77.1% | $4,125-75.3% |
| Admin fee / account holder | $523 | $3,577-85.4% | $5,377-90.3% | $5,651-90.7% |