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 | $12,447 | $56,053-77.8% | $75,972-83.6% | $80,856-84.6% |
| Participation rate | 38.3% | 62.0%-23.7pp | 69.1%-30.8pp | 67.6%-29.3pp |
| Annual return | 13.59% | 20.53%-6.9pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $728 | $1,874-61.2% | $2,685-72.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,452 | $3,052-52.4% | $4,255-65.9% | $4,296-66.2% |
| Admin fee / account holder | $1,338 | $5,234-74.4% | $6,467-79.3% | $6,918-80.7% |