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 | $8,920 | $48,795-81.7% | $65,493-86.4% | $84,808-89.5% |
| Participation rate | 47.4% | 67.0%-19.6pp | 73.1%-25.7pp | 68.3%-20.9pp |
| Annual return | 21.41% | 20.20%+1.2pp | 982.45%-961.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,130 | $2,928-61.4% | $3,961-71.5% | $4,212-73.2% |
| Admin fee / account holder | $641 | $3,877-83.5% | $5,028-87.3% | $7,344-91.3% |