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 | $12,763 | $42,886-70.2% | $88,946-85.7% | $85,563-85.1% |
| Participation rate | 6.5% | 37.9%-31.4pp | 68.8%-62.4pp | 66.0%-59.5pp |
| Annual return | 17.81% | 44.56%-26.7pp | 57.82%-40.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $375 | $2,108-82.2% | $4,581-91.8% | $4,375-91.4% |
| Admin fee / account holder | $2,512 | $2,263+11.0% | $8,261-69.6% | $834+201.1% |