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 | $10,816 | $58,208-81.4% | $81,812-86.8% | $80,856-86.6% |
| Participation rate | 39.4% | 63.4%-24.1pp | 72.3%-33.0pp | 67.6%-28.3pp |
| Annual return | 14.66% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $751 | $2,340-67.9% | $2,912-74.2% | $2,755-72.7% |
| Participant deferral / active EE | $992 | $3,281-69.8% | $4,319-77.0% | $4,296-76.9% |
| Admin fee / account holder | $644 | $4,981-87.1% | $7,386-91.3% | $6,918-90.7% |