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 | $7,412 | $74,888-90.1% | $71,209-89.6% | $142,382-94.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 24.76% | 345.14%-320.4pp | 282.51%-257.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $960 | $2,854-66.4% | $2,721-64.7% | $4,299-77.7% |
| Participant deferral / active EE | $1,299 | $4,454-70.8% | $4,175-68.9% | $6,507-80.0% |
| Admin fee / account holder | $741 | $5,568-86.7% | $5,349-86.1% | $12,624-94.1% |