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 9-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 | $10,717 | $41,078-73.9% | $80,569-86.7% | $71,457-85.0% |
| Participation rate | 8.5% | 50.2%-41.8pp | 67.0%-58.5pp | 67.9%-59.5pp |
| Annual return | 17.27% | 38.45%-21.2pp | 935.43%-918.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $780 | $2,699-71.1% | $4,447-82.5% | $4,289-81.8% |
| Admin fee / account holder | $2,124 | $1,840+15.4% | $5,377-60.5% | $1,587+33.8% |