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 | $16,393 | $115,708-85.8% | $65,255-74.9% | $139,434-88.2% |
| Participation rate | 13.3% | 67.8%-54.5pp | 65.0%-51.6pp | 80.3%-67.0pp |
| Annual return | 15.18% | 31.19%-16.0pp | 47.35%-32.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $873 | $4,240-79.4% | $2,831-69.2% | $6,710-87.0% |
| Admin fee / account holder | $714 | $6,698-89.3% | $4,112-82.6% | $11,403-93.7% |