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 | $12,461 | $118,427-89.5% | $66,042-81.1% | $142,382-91.2% |
| Participation rate | 30.4% | 68.1%-37.7pp | 67.5%-37.1pp | 80.1%-49.7pp |
| Annual return | 24.60% | 35.57%-11.0pp | 52.11%-27.5pp | 217.08%-192.5pp |
| Employer contribution / active EE | $873 | $2,570-66.0% | $1,579-44.7% | $4,299-79.7% |
| Participant deferral / active EE | $1,158 | $4,311-73.1% | $2,835-59.2% | $6,507-82.2% |
| Admin fee / account holder | $2,271 | $9,593-76.3% | $5,747-60.5% | $12,624-82.0% |