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 | $29,268 | $56,114-47.8% | $96,139-69.6% | $85,850-65.9% |
| Participation rate | 13.0% | 56.7%-43.7pp | 68.4%-55.4pp | 69.3%-56.3pp |
| Annual return | 18.47% | 42.30%-23.8pp | 191.94%-173.5pp | 318.53%-300.1pp |
| Employer contribution / active EE | $360 | $1,620-77.8% | $2,797-87.1% | $2,565-86.0% |
| Participant deferral / active EE | $1,141 | $2,859-60.1% | $4,349-73.8% | $3,952-71.1% |
| Admin fee / account holder | $1,147 | $3,768-69.6% | $5,537-79.3% | $6,260-81.7% |