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 | $12,302 | $31,310-60.7% | $53,898-77.2% | $74,304-83.4% |
| Participation rate | 12.9% | 30.7%-17.8pp | 55.0%-42.1pp | 60.3%-47.5pp |
| Annual return | 16.93% | 23.16%-6.2pp | 528.60%-511.7pp | 29.43%-12.5pp |
| Employer contribution / active EE | $129 | $450-71.4% | $932-86.2% | $2,241-94.3% |
| Participant deferral / active EE | $335 | $934-64.1% | $1,826-81.6% | $3,767-91.1% |
| Admin fee / account holder | $1,421 | $2,175-34.7% | $2,491-43.0% | $2,969-52.1% |