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 | $12,590 | $27,839-54.8% | $58,482-78.5% | $71,457-82.4% |
| Participation rate | 21.4% | 34.5%-13.1pp | 50.9%-29.4pp | 67.9%-46.5pp |
| Annual return | 22.05% | 26.81%-4.8pp | 4239.32%-4217.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $587 | $631-6.9% | $1,053-44.2% | $2,588-77.3% |
| Participant deferral / active EE | $1,302 | $1,206+7.9% | $1,924-32.3% | $4,289-69.6% |
| Admin fee / account holder | $669 | $1,641-59.2% | $2,516-73.4% | $1,587-57.8% |