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 8-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 | $22,942 | $108,172-78.8% | $77,482-70.4% | $158,922-85.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 34.03% | 31.67%+2.4pp | 54.79%-20.8pp | 302.83%-268.8pp |
| Employer contribution / active EE | $533 | $1,325-59.7% | $986-45.9% | $4,761-88.8% |
| Participant deferral / active EE | $2,467 | $2,456+0.4% | $1,861+32.5% | $5,982-58.8% |
| Admin fee / account holder | $1,551 | $3,708-58.2% | $2,858-45.7% | $11,246-86.2% |