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 | $26,197 | $49,922-47.5% | $80,569-67.5% | $75,163-65.1% |
| Participation rate | 40.4% | 55.3%-14.9pp | 67.0%-26.6pp | 67.2%-26.8pp |
| Annual return | 21.27% | 34.69%-13.4pp | 935.43%-914.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $327 | $1,698-80.8% | $2,723-88.0% | $2,670-87.8% |
| Participant deferral / active EE | $1,619 | $2,990-45.9% | $4,447-63.6% | $4,125-60.8% |
| Admin fee / account holder | $1,612 | $3,577-54.9% | $5,377-70.0% | $5,651-71.5% |