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 | $30,394 | $127,264-76.1% | $109,895-72.3% | $167,490-81.9% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.2%-12.7pp | 82.1%-20.6pp |
| Annual return | 16.27% | 22.97%-6.7pp | 29.45%-13.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,975 | $4,514-56.2% | $4,048-51.2% | $6,341-68.9% |
| Admin fee / account holder | $865 | $7,114-87.8% | $6,066-85.7% | $12,309-93.0% |