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 | $9,134 | $64,839-85.9% | $95,585-90.4% | $84,808-89.2% |
| Participation rate | 58.1% | 63.8%-5.8pp | 72.1%-14.0pp | 68.3%-10.2pp |
| Annual return | 23.28% | -670.96%+694.2pp | 38.56%-15.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $641 | $1,759-63.6% | $2,527-74.6% | $2,631-75.6% |
| Participant deferral / active EE | $903 | $2,965-69.5% | $4,023-77.6% | $4,212-78.6% |
| Admin fee / account holder | $1,238 | $5,964-79.2% | $6,127-79.8% | $7,344-83.1% |