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 4-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 | $8,000 | $24,730-67.6% | $66,042-87.9% | $84,808-90.6% |
| Participation rate | 54.2% | 68.1%-13.9pp | 67.5%-13.3pp | 68.3%-14.1pp |
| Annual return | 16.33% | 79.55%-63.2pp | 52.11%-35.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $324 | $857-62.1% | $1,579-79.5% | $2,631-87.7% |
| Participant deferral / active EE | $1,515 | $1,737-12.8% | $2,835-46.6% | $4,212-64.0% |
| Admin fee / account holder | $2,573 | $3,014-14.6% | $5,747-55.2% | $7,344-65.0% |