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 | $10,025 | $108,172-90.7% | $77,482-87.1% | $158,922-93.7% |
| Participation rate | 57.9% | 64.4%-6.5pp | 54.2%+3.7pp | 82.0%-24.1pp |
| Annual return | 27.78% | 31.67%-3.9pp | 54.79%-27.0pp | 302.83%-275.0pp |
| Employer contribution / active EE | $529 | $1,325-60.1% | $986-46.4% | $4,761-88.9% |
| Participant deferral / active EE | $2,780 | $2,456+13.2% | $1,861+49.4% | $5,982-53.5% |
| Admin fee / account holder | $405 | $3,708-89.1% | $2,858-85.8% | $11,246-96.4% |