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 | $18,226 | $29,548-38.3% | $56,411-67.7% | $77,643-76.5% |
| Participation rate | 10.9% | 32.7%-21.8pp | 52.5%-41.6pp | 70.6%-59.7pp |
| Annual return | 14.27% | 19.01%-4.7pp | 1701.33%-1687.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $262 | $568-53.8% | $1,039-74.8% | $2,726-90.4% |
| Participant deferral / active EE | $558 | $1,061-47.4% | $1,952-71.4% | $4,647-88.0% |
| Admin fee / account holder | $2,045 | $1,046+95.5% | $2,829-27.7% | $430+375.2% |