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 | $8,110 | $49,922-83.8% | $80,569-89.9% | $75,163-89.2% |
| Participation rate | 31.6% | 55.3%-23.7pp | 67.0%-35.4pp | 67.2%-35.6pp |
| Annual return | 17.37% | 34.69%-17.3pp | 935.43%-918.1pp | 160.62%-143.2pp |
| Employer contribution / active EE | $560 | $1,698-67.0% | $2,723-79.4% | $2,670-79.0% |
| Participant deferral / active EE | $1,102 | $2,990-63.2% | $4,447-75.2% | $4,125-73.3% |
| Admin fee / account holder | $880 | $3,577-75.4% | $5,377-83.6% | $5,651-84.4% |