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 6-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 | $8,189 | $27,915-70.7% | $58,482-86.0% | $75,163-89.1% |
| Participation rate | 9.3% | 38.8%-29.6pp | 50.9%-41.6pp | 67.2%-57.9pp |
| Annual return | 21.65% | 44.20%-22.6pp | 4239.32%-4217.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $140 | $669-79.0% | $1,053-86.7% | $2,670-94.7% |
| Participant deferral / active EE | $518 | $1,201-56.9% | $1,924-73.1% | $4,125-87.4% |
| Admin fee / account holder | $2,201 | $1,726+27.6% | $2,516-12.5% | $5,651-61.0% |