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 8-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 | $19,762 | $71,050-72.2% | $93,606-78.9% | $80,856-75.6% |
| Participation rate | 17.6% | 60.4%-42.8pp | 68.7%-51.1pp | 67.6%-50.0pp |
| Annual return | 11.90% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $417 | $1,564-73.3% | $2,420-82.8% | $2,755-84.9% |
| Participant deferral / active EE | $1,308 | $4,034-67.6% | $4,411-70.3% | $4,296-69.6% |
| Admin fee / account holder | $3,499 | $6,945-49.6% | $8,285-57.8% | $6,918-49.4% |