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 5-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 | $12,002 | $56,317-78.7% | $71,209-83.1% | $74,304-83.8% |
| Participation rate | 31.0% | 55.1%-24.1pp | 73.8%-42.7pp | 60.3%-29.3pp |
| Annual return | 21.55% | 42.83%-21.3pp | 282.51%-261.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $520 | $2,160-75.9% | $2,721-80.9% | $2,241-76.8% |
| Participant deferral / active EE | $823 | $2,788-70.5% | $4,175-80.3% | $3,767-78.2% |
| Admin fee / account holder | $606 | $2,290-73.5% | $5,349-88.7% | $2,969-79.6% |