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 9-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 | $12,329 | $108,172-88.6% | $77,482-84.1% | $158,922-92.2% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 19.84% | 31.67%-11.8pp | 54.79%-34.9pp | 302.83%-283.0pp |
| Employer contribution / active EE | $858 | $1,325-35.2% | $986-13.0% | $4,761-82.0% |
| Participant deferral / active EE | $1,853 | $2,456-24.5% | $1,861-0.4% | $5,982-69.0% |
| Admin fee / account holder | $1,063 | $3,708-71.3% | $2,858-62.8% | $11,246-90.6% |