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 5-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 | $19,193 | $31,310-38.7% | $53,898-64.4% | $74,304-74.2% |
| Participation rate | 12.2% | 30.7%-18.5pp | 55.0%-42.8pp | 60.3%-48.2pp |
| Annual return | 20.87% | 23.16%-2.3pp | 528.60%-507.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $207 | $450-54.1% | $932-77.8% | $2,241-90.8% |
| Participant deferral / active EE | $529 | $934-43.4% | $1,826-71.0% | $3,767-86.0% |
| Admin fee / account holder | $3,925 | $2,175+80.4% | $2,491+57.6% | $2,969+32.2% |