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 | $17,726 | $55,415-68.0% | $155,509-88.6% | $74,495-76.2% |
| Participation rate | 30.2% | 61.9%-31.7pp | 78.2%-48.0pp | 67.2%-37.0pp |
| Annual return | 11.40% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $386 | $2,267-83.0% | $4,672-91.7% | $2,623-85.3% |
| Participant deferral / active EE | $1,148 | $2,836-59.5% | $5,626-79.6% | $4,346-73.6% |
| Admin fee / account holder | $711 | $1,738-59.1% | $15,912-95.5% | $1,942-63.4% |