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 3-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 | $7,015 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 29.90% | 345.14%-315.2pp | 282.51%-252.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $591 | $2,854-79.3% | $2,721-78.3% | $4,299-86.2% |
| Participant deferral / active EE | $1,270 | $4,454-71.5% | $4,175-69.6% | $6,507-80.5% |
| Admin fee / account holder | $438 | $5,568-92.1% | $5,349-91.8% | $12,624-96.5% |