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 5-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 | $16,658 | $54,517-69.4% | $75,972-78.1% | $74,495-77.6% |
| Participation rate | 28.0% | 60.3%-32.3pp | 69.1%-41.1pp | 67.2%-39.2pp |
| Annual return | 22.15% | 31.82%-9.7pp | 359.55%-337.4pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $830 | $1,777-53.3% | $2,685-69.1% | $2,623-68.4% |
| Participant deferral / active EE | $1,610 | $3,066-47.5% | $4,255-62.2% | $4,346-63.0% |
| Admin fee / account holder | $2,622 | $2,229+17.7% | $6,467-59.5% | $1,942+35.0% |