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 | $13,189 | $109,982-88.0% | $97,226-86.4% | $145,922-91.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.03% | 242.90%-232.9pp | 75.13%-65.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $451 | $3,084-85.4% | $2,729-83.5% | $4,660-90.3% |
| Participant deferral / active EE | $4,025 | $4,676-13.9% | $4,264-5.6% | $6,688-39.8% |
| Admin fee / account holder | $531 | $6,221-91.5% | $5,654-90.6% | $13,397-96.0% |