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 | $22,646 | $121,625-81.4% | $104,607-78.4% | $158,922-85.8% |
| Participation rate | 35.7% | 77.5%-41.8pp | 74.1%-38.4pp | 82.0%-46.2pp |
| Annual return | 52.97% | 465.26%-412.3pp | 340.46%-287.5pp | 302.83%-249.9pp |
| Employer contribution / active EE | $746 | $3,163-76.4% | $2,681-72.2% | $4,761-84.3% |
| Participant deferral / active EE | $3,259 | $4,177-22.0% | $3,740-12.9% | $5,982-45.5% |
| Admin fee / account holder | $534 | $7,787-93.1% | $6,473-91.7% | $11,246-95.2% |