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 | $16,059 | $56,484-71.6% | $169,463-90.5% | $64,186-75.0% |
| Participation rate | 44.8% | 64.5%-19.7pp | 77.8%-33.0pp | 69.6%-24.7pp |
| Annual return | 135.11% | -1.55%+136.7pp | 1.83%+133.3pp | 7.63%+127.5pp |
| Employer contribution / active EE | $473 | $1,832-74.2% | $4,159-88.6% | $2,381-80.1% |
| Participant deferral / active EE | $2,958 | $3,448-14.2% | $5,277-43.9% | $3,470-14.8% |
| Admin fee / account holder | $362 | $4,174-91.3% | $9,109-96.0% | $4,888-92.6% |