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 10-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 | $19,000 | $102,547-81.5% | $78,210-75.7% | $147,584-87.1% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.7%-10.4pp | 82.8%-24.5pp |
| Annual return | 15.18% | 51.08%-35.9pp | 40.90%-25.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,444 | $3,481-29.8% | $2,823-13.4% | $5,439-55.1% |
| Admin fee / account holder | $595 | $5,059-88.2% | $3,758-84.2% | $10,885-94.5% |