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 10-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 | $15,771 | $76,000-79.2% | $154,107-89.8% | $64,186-75.4% |
| Participation rate | 20.8% | 70.4%-49.7pp | 83.0%-62.3pp | 69.6%-48.8pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $392 | $3,351-88.3% | $5,298-92.6% | $2,381-83.5% |
| Participant deferral / active EE | $1,137 | $3,175-64.2% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $673 | $5,596-88.0% | $13,411-95.0% | $4,888-86.2% |