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 | $18,602 | $108,172-82.8% | $77,482-76.0% | $158,922-88.3% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 20.12% | 31.67%-11.6pp | 54.79%-34.7pp | 302.83%-282.7pp |
| Employer contribution / active EE | $817 | $1,325-38.3% | $986-17.2% | $4,761-82.8% |
| Participant deferral / active EE | $1,528 | $2,456-37.8% | $1,861-17.9% | $5,982-74.5% |
| Admin fee / account holder | $1,193 | $3,708-67.8% | $2,858-58.3% | $11,246-89.4% |